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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,671 | $55,446-51.9% | $155,574-82.9% | $74,429-64.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 32.51% | 269.20%-236.7pp | 64.87%-32.4pp | 1368.38%-1335.9pp |
| Employer contribution / active EE | $3,430 | $2,266+51.3% | $4,676-26.6% | $2,625+30.7% |
| Participant deferral / active EE | $6,661 | $2,836+134.9% | $5,629+18.3% | $4,348+53.2% |
| Admin fee / account holder | $5 | $1,743-99.7% | $15,914-100.0% | $1,944-99.7% |