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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,078 | $73,638-18.4% | $108,410-44.6% | $79,386-24.3% |
| Participation rate | 77.7% | 77.4%+0.3pp | 80.1%-2.4pp | 70.7%+7.0pp |
| Annual return | 22.04% | 33.27%-11.2pp | 905.27%-883.2pp | 116.85%-94.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $11,925 | $6,218+91.8% | $6,563+81.7% | $4,046+194.8% |
| Admin fee / account holder | $7 | $638-98.8% | $7,295-99.9% | $626-98.8% |