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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,238 | $102,385-27.5% | $147,080-49.5% | $80,935-8.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.82% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,511 | $3,717-59.3% | $4,933-69.4% | $2,757-45.2% |
| Participant deferral / active EE | $17,886 | $6,651+168.9% | $8,066+121.7% | $4,299+316.0% |
| Admin fee / account holder | $30 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |