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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,734 | $64,612-50.9% | $86,439-63.3% | $64,814-51.0% |
| Participation rate | 98.3% | 81.5%+16.9pp | 80.3%+18.0pp | 71.5%+26.9pp |
| Annual return | 51.14% | 0.66%+50.5pp | 4395.55%-4344.4pp | 32.84%+18.3pp |
| Employer contribution / active EE | $2,334 | $2,744-15.0% | $3,769-38.1% | $2,507-6.9% |
| Participant deferral / active EE | $6,710 | $7,497-10.5% | $6,952-3.5% | $4,310+55.7% |
| Admin fee / account holder | $10 | $169-93.8% | $6,732-99.8% | $188-94.4% |