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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,368 | $65,435+19.8% | $86,677-9.6% | $66,914+17.1% |
| Participation rate | 98.9% | 75.5%+23.5pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | -16.82% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,539 | $2,153+157.2% | $2,836+95.3% | $2,544+117.7% |
| Participant deferral / active EE | $7,268 | $4,100+77.3% | $4,656+56.1% | $4,237+71.5% |
| Admin fee / account holder | $47 | $642-92.7% | $7,493-99.4% | $593-92.1% |