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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,201 | $84,493-64.3% | $125,381-75.9% | $66,938-54.9% |
| Participation rate | 79.0% | 76.4%+2.6pp | 82.4%-3.4pp | 69.8%+9.2pp |
| Annual return | -9.55% | -8.49%-1.1pp | 572.31%-581.9pp | 1.58%-11.1pp |
| Employer contribution / active EE | $5,945 | $3,554+67.3% | $4,815+23.5% | $2,545+133.6% |
| Participant deferral / active EE | $11,465 | $6,783+69.0% | $7,448+53.9% | $4,238+170.5% |
| Admin fee / account holder | $16 | $685-97.6% | $10,007-99.8% | $594-97.2% |