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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,074 | $64,119+115.3% | $112,228+23.0% | $66,914+106.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.1%+22.1pp | 69.8%+27.3pp |
| Annual return | -16.53% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,663 | $3,005+21.9% | $3,635+0.8% | $2,544+44.0% |
| Participant deferral / active EE | $10,559 | $3,693+185.9% | $4,728+123.3% | $4,237+149.2% |
| Admin fee / account holder | $6 | $625-99.1% | $6,410-99.9% | $593-99.0% |