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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 | $102,393-27.5% | $147,041-49.5% | $80,911-8.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.82% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $1,511 | $3,715-59.3% | $4,935-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $17,886 | $6,647+169.1% | $8,071+121.6% | $4,297+316.2% |
| Admin fee / account holder | $30 | $7,943-99.6% | $13,006-99.8% | $6,935-99.6% |