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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $11,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,571 | $61,391-17.6% | $149,723-66.2% | $71,529-29.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.60% | 35.88%-18.3pp | 134.50%-116.9pp | 28.97%-11.4pp |
| Employer contribution / active EE | $2,405 | $2,384+0.9% | $4,821-50.1% | $2,590-7.1% |
| Participant deferral / active EE | $3,268 | $2,921+11.9% | $5,682-42.5% | $4,291-23.9% |
| Admin fee / account holder | $60 | $1,264-95.3% | $13,215-99.5% | $1,588-96.2% |