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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,279 | $102,317-55.7% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 20.52% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,314 | $6,644+100.4% | $8,070+65.0% | $4,296+209.9% |
| Admin fee / account holder | $9 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |