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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,189 | $84,487+157.1% | $125,339+73.3% | $66,914+224.6% |
| Participation rate | 96.9% | 76.4%+20.5pp | 82.4%+14.6pp | 69.8%+27.1pp |
| Annual return | -15.28% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,971 | $3,553-16.4% | $4,814-38.3% | $2,544+16.8% |
| Participant deferral / active EE | $9,521 | $6,781+40.4% | $7,446+27.9% | $4,237+124.7% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.8% | $593-97.5% |