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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $990 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,148 | $82,674-34.5% | $125,381-56.8% | $68,486-20.9% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.31%-591.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $5,253 | $3,382+55.3% | $4,815+9.1% | $2,597+102.3% |
| Participant deferral / active EE | $14,500 | $6,111+137.3% | $7,448+94.7% | $4,028+260.0% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,007-99.9% | $5,404-99.9% |