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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,607 | $78,485+80.4% | $106,213+33.3% | $74,495+90.1% |
| Participation rate | 96.1% | 72.8%+23.3pp | 75.3%+20.8pp | 67.2%+28.9pp |
| Annual return | 17.18% | 15.95%+1.2pp | 116.14%-99.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,818 | $2,523+91.0% | $3,171+51.9% | $2,623+83.7% |
| Participant deferral / active EE | $14,531 | $4,322+236.2% | $5,016+189.7% | $4,346+234.4% |
| Admin fee / account holder | $29 | $2,232-98.7% | $11,033-99.7% | $1,942-98.5% |