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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,372 | $84,948-10.1% | $70,449+8.4% | $73,409+4.0% |
| Participation rate | 99.3% | 79.9%+19.3pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 25.31% | 13.39%+11.9pp | 109.03%-83.7pp | 59.29%-34.0pp |
| Employer contribution / active EE | $3,257 | $2,834+14.9% | $2,737+19.0% | $2,234+45.8% |
| Participant deferral / active EE | $13,029 | $3,387+284.6% | $3,709+251.3% | $3,805+242.4% |
| Admin fee / account holder | $0 | $98-99.7% | $3,845-100.0% | $158-99.8% |