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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $10,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,127 | $65,125-35.3% | $143,797-70.7% | $66,949-37.1% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -15.70% | -11.13%-4.6pp | -0.04%-15.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $2,181 | $2,362-7.7% | $4,952-56.0% | $2,545-14.3% |
| Participant deferral / active EE | $2,855 | $2,920-2.2% | $5,638-49.4% | $4,239-32.7% |
| Admin fee / account holder | $59 | $503-88.3% | $14,679-99.6% | $594-90.1% |