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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,705 | $159,602+1.9% | $150,045+8.4% | $142,382+14.3% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 14.97% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,961 | $4,961-40.3% | $4,693-36.9% | $4,299-31.1% |
| Participant deferral / active EE | $15,922 | $8,310+91.6% | $7,997+99.1% | $6,507+144.7% |
| Admin fee / account holder | $273 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |