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| Provider | Service type | Compensation |
|---|---|---|
Service code 31 · EIN 84-1612955 | Named fiduciary | $33,801 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,704 | $47,135+243.1% | $149,717+8.0% | $74,440+117.2% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.3pp | 70.7%+24.3pp |
| Annual return | 17.42% | 22.75%-5.3pp | 134.41%-117.0pp | 34.37%-16.9pp |
| Employer contribution / active EE | $6,954 | $1,906+264.9% | $4,820+44.3% | $2,638+163.6% |
| Participant deferral / active EE | $5,020 | $2,728+84.0% | $5,682-11.7% | $4,529+10.8% |
| Admin fee / account holder | $194 | $343-43.5% | $13,213-98.5% | $348-44.3% |