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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $101,317-11.6% | $146,958-39.0% | $74,495+20.3% |
| Participation rate | 87.0% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.8pp |
| Annual return | 14.24% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,879 | $3,810-50.7% | $4,933-61.9% | $2,623-28.4% |
| Participant deferral / active EE | $5,669 | $7,303-22.4% | $8,070-29.7% | $4,346+30.5% |
| Admin fee / account holder | $87 | $1,739-95.0% | $12,998-99.3% | $1,942-95.5% |