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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,670 | $72,254+21.3% | $86,677+1.1% | $64,808+35.3% |
| Participation rate | 97.5% | 80.4%+17.1pp | 76.6%+20.9pp | 71.5%+26.0pp |
| Annual return | -13.20% | 392.42%-405.6pp | 35.91%-49.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $4,673 | $2,393+95.3% | $2,836+64.8% | $2,506+86.5% |
| Participant deferral / active EE | $6,063 | $4,658+30.2% | $4,656+30.2% | $4,310+40.7% |
| Admin fee / account holder | $53 | $174-69.4% | $7,493-99.3% | $188-71.6% |