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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 | $45,123-44.5% | $85,240-70.6% | $74,478-66.4% |
| Participation rate | 98.8% | 49.4%+49.4pp | 67.5%+31.3pp | 67.2%+31.6pp |
| Annual return | 38.34% | 26.32%+12.0pp | 66.75%-28.4pp | 1370.56%-1332.2pp |
| Employer contribution / active EE | $3,371 | $1,459+131.1% | $2,735+23.3% | $2,626+28.4% |
| Participant deferral / active EE | $6,590 | $2,736+140.8% | $4,527+45.6% | $4,350+51.5% |
| Admin fee / account holder | $14 | $2,215-99.4% | $6,165-99.8% | $1,946-99.3% |