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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-4433073 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,110 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,487 | $101,591-3.1% | $147,096-33.0% | $74,429+32.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.27% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $7,361 | $3,813+93.1% | $4,936+49.1% | $2,625+180.4% |
| Participant deferral / active EE | $17,924 | $7,302+145.5% | $8,071+122.1% | $4,348+312.2% |
| Admin fee / account holder | $242 | $1,750-86.2% | $13,005-98.1% | $1,944-87.6% |