| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,396 | $37,203+65.0% | $154,110-60.2% | $55,727+10.2% |
| Participation rate | 98.2% | 64.1%+34.1pp | 83.0%+15.1pp | 70.9%+27.3pp |
| Annual return | -4.77% | 1320.03%-1324.8pp | 735.22%-740.0pp | 244.94%-249.7pp |
| Employer contribution / active EE | $4,408 | $1,614+173.0% | $5,298-16.8% | $2,078+112.1% |
| Participant deferral / active EE | $1,029 | $2,069-50.3% | $5,081-79.7% | $3,356-69.3% |
| Admin fee / account holder | $19 | $102-80.9% | $13,412-99.9% | $115-83.1% |