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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,281 | $121,341+32.9% | $189,513-14.9% | $79,386+103.2% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.8%+5.9pp | 70.7%+23.0pp |
| Annual return | 15.91% | 21.08%-5.2pp | 555.15%-539.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $5,912 | $3,915+51.0% | $6,162-4.1% | $2,427+143.5% |
| Participant deferral / active EE | $6,279 | $6,395-1.8% | $8,221-23.6% | $4,046+55.2% |
| Admin fee / account holder | $66 | $651-89.8% | $12,045-99.5% | $626-89.4% |