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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,030 | $44,984-44.4% | $85,009-70.6% | $74,546-66.4% |
| Participation rate | 98.8% | 49.4%+49.4pp | 67.5%+31.3pp | 67.2%+31.6pp |
| Annual return | 38.34% | 26.25%+12.1pp | 66.47%-28.1pp | 1366.03%-1327.7pp |
| Employer contribution / active EE | $3,371 | $1,458+131.2% | $2,728+23.6% | $2,624+28.5% |
| Participant deferral / active EE | $6,590 | $2,733+141.1% | $4,522+45.7% | $4,347+51.6% |
| Admin fee / account holder | $14 | $2,208-99.4% | $6,153-99.8% | $1,944-99.3% |