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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,180 | $68,412-41.3% | $94,679-57.6% | $75,181-46.6% |
| Participation rate | 75.6% | 76.1%-0.5pp | 80.8%-5.2pp | 67.2%+8.4pp |
| Annual return | 26.06% | 616.91%-590.8pp | 156.75%-130.7pp | 160.69%-134.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,056 | $6,537+145.6% | $7,417+116.5% | $4,126+289.1% |
| Admin fee / account holder | $14 | $5,326-99.7% | $7,233-99.8% | $5,650-99.8% |