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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,953 | $96,484-1.6% | $156,263-39.2% | $74,304+27.8% |
| Participation rate | 95.4% | 67.7%+27.7pp | 78.9%+16.5pp | 60.3%+35.0pp |
| Annual return | 17.28% | 17.73%-0.4pp | 59.47%-42.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,655 | $2,528+84.1% | $4,333+7.4% | $2,241+107.7% |
| Participant deferral / active EE | $7,926 | $4,286+84.9% | $6,158+28.7% | $3,767+110.4% |
| Admin fee / account holder | $27 | $3,728-99.3% | $14,255-99.8% | $2,969-99.1% |