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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,318 | $104,497-67.2% | $159,487-78.5% | $79,389-56.8% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 20.55% | 67.98%-47.4pp | 263.71%-243.2pp | 116.89%-96.3pp |
| Employer contribution / active EE | $1,200 | $3,418-64.9% | $4,831-75.2% | $2,428-50.6% |
| Participant deferral / active EE | $11,327 | $6,468+75.1% | $7,354+54.0% | $4,046+180.0% |
| Admin fee / account holder | $9 | $711-98.7% | $10,804-99.9% | $626-98.6% |