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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,211 | $50,199+253.0% | $70,092+152.8% | $66,914+164.8% |
| Participation rate | 98.5% | 66.3%+32.2pp | 70.5%+28.1pp | 69.8%+28.7pp |
| Annual return | -17.10% | -13.85%-3.3pp | 190.73%-207.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $7,483 | $1,864+301.4% | $2,559+192.4% | $2,544+194.1% |
| Participant deferral / active EE | $5,396 | $3,112+73.4% | $3,849+40.2% | $4,237+27.4% |
| Admin fee / account holder | $109 | $600-81.9% | $6,267-98.3% | $593-81.7% |