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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,090 | $63,745-59.1% | $98,442-73.5% | $79,386-67.1% |
| Participation rate | 95.5% | 69.9%+25.6pp | 73.3%+22.1pp | 70.7%+24.7pp |
| Annual return | 14.04% | 625.80%-611.8pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,896 | $2,557-25.9% | $2,960-36.0% | $2,427-21.9% |
| Participant deferral / active EE | $3,412 | $3,303+3.3% | $4,276-20.2% | $4,046-15.7% |
| Admin fee / account holder | $101 | $516-80.4% | $5,949-98.3% | $626-83.9% |