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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,421 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,907 | $58,320-60.7% | $86,438-73.5% | $66,938-65.8% |
| Participation rate | 89.4% | 78.6%+10.8pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -14.92% | -9.71%-5.2pp | 4397.19%-4412.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,190 | $2,615-16.3% | $3,769-41.9% | $2,545-14.0% |
| Participant deferral / active EE | $5,489 | $6,899-20.4% | $6,952-21.0% | $4,238+29.5% |
| Admin fee / account holder | $27 | $546-95.0% | $6,733-99.6% | $594-95.4% |