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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,148 | $82,664-34.5% | $125,339-56.8% | $68,494-20.9% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,253 | $3,381+55.4% | $4,814+9.1% | $2,596+102.3% |
| Participant deferral / active EE | $14,500 | $6,110+137.3% | $7,446+94.7% | $4,027+260.1% |
| Admin fee / account holder | $6 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |