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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,156 | $104,497-41.5% | $159,487-61.7% | $79,389-23.0% |
| Participation rate | 75.7% | 76.6%-0.9pp | 82.8%-7.1pp | 70.7%+5.0pp |
| Annual return | 26.62% | 67.98%-41.4pp | 263.71%-237.1pp | 116.89%-90.3pp |
| Employer contribution / active EE | $3,852 | $3,418+12.7% | $4,831-20.3% | $2,428+58.6% |
| Participant deferral / active EE | $10,501 | $6,468+62.3% | $7,354+42.8% | $4,046+159.5% |
| Admin fee / account holder | $9 | $711-98.8% | $10,804-99.9% | $626-98.6% |