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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,541 | $84,499-65.0% | $125,391-76.4% | $66,949-55.9% |
| Participation rate | 98.3% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.4pp |
| Annual return | -16.56% | -8.49%-8.1pp | 572.41%-589.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,633 | $3,554-54.0% | $4,816-66.1% | $2,545-35.8% |
| Participant deferral / active EE | $14,870 | $6,785+119.2% | $7,448+99.7% | $4,239+250.8% |
| Admin fee / account holder | $11 | $685-98.4% | $10,009-99.9% | $594-98.2% |