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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $128,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,281 | $145,877-22.3% | $150,045-24.5% | $102,872+10.1% |
| Participation rate | 97.5% | 79.8%+17.7pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 18.32% | 21.37%-3.1pp | 62.55%-44.2pp | 19.06%-0.7pp |
| Employer contribution / active EE | $3,595 | $4,710-23.7% | $4,693-23.4% | $3,526+1.9% |
| Participant deferral / active EE | $12,217 | $9,491+28.7% | $7,997+52.8% | $5,535+120.7% |
| Admin fee / account holder | $70 | $176-60.1% | $13,435-99.5% | $292-76.0% |