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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,635 | $82,188+183.1% | $125,401+85.5% | $64,829+258.8% |
| Participation rate | 85.4% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -15.32% | 3.50%-18.8pp | 572.53%-587.9pp | 32.85%-48.2pp |
| Employer contribution / active EE | $11,433 | $3,617+216.1% | $4,816+137.4% | $2,507+356.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $2 | $163-98.9% | $10,008-100.0% | $188-99.1% |