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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,877 | $102,661-27.1% | $151,645-50.6% | $66,949+11.8% |
| Participation rate | 88.5% | 85.5%+3.0pp | 87.5%+1.0pp | 69.8%+18.7pp |
| Annual return | -15.46% | -10.81%-4.6pp | 3.34%-18.8pp | 1.57%-17.0pp |
| Employer contribution / active EE | $4,129 | $4,184-1.3% | $6,165-33.0% | $2,545+62.2% |
| Participant deferral / active EE | $14,896 | $6,645+124.2% | $8,363+78.1% | $4,239+251.4% |
| Admin fee / account holder | $4 | $630-99.3% | $11,614-100.0% | $594-99.3% |