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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,482 | $82,202-16.7% | $125,339-45.4% | $64,808+5.7% |
| Participation rate | 85.8% | 77.9%+7.9pp | 82.4%+3.4pp | 71.5%+14.4pp |
| Annual return | -16.22% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $12,723 | $3,615+251.9% | $4,814+164.3% | $2,506+407.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $163-99.6% | $10,010-100.0% | $188-99.6% |