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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,597 | $82,202-55.5% | $125,339-70.8% | $64,808-43.5% |
| Participation rate | 85.1% | 77.9%+7.2pp | 82.4%+2.7pp | 71.5%+13.6pp |
| Annual return | 4.93% | 3.48%+1.5pp | 572.05%-567.1pp | 32.82%-27.9pp |
| Employer contribution / active EE | $2,974 | $3,615-17.7% | $4,814-38.2% | $2,506+18.7% |
| Participant deferral / active EE | $8,038 | $7,175+12.0% | $7,446+8.0% | $4,310+86.5% |
| Admin fee / account holder | $3 | $163-98.3% | $10,010-100.0% | $188-98.6% |