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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,147 | $185,342+8.0% | $111,297+79.8% | $86,799+130.6% |
| Participation rate | 97.9% | 81.0%+17.0pp | 77.3%+20.6pp | 72.3%+25.7pp |
| Annual return | 14.59% | 500.80%-486.2pp | 54.65%-40.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $9,869 | $2,246+339.4% | $2,731+261.4% | $2,405+310.3% |
| Participant deferral / active EE | $9,809 | $4,458+120.0% | $4,487+118.6% | $4,131+137.4% |
| Admin fee / account holder | $93 | $255-63.7% | $7,964-98.8% | $170-45.2% |