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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,743 | $91,407-30.3% | $135,903-53.1% | $71,457-10.8% |
| Participation rate | 73.8% | 75.7%-1.9pp | 81.9%-8.1pp | 67.9%+5.9pp |
| Annual return | 22.05% | 29.90%-7.8pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $3,572 | $3,703-3.5% | $4,856-26.4% | $2,588+38.1% |
| Participant deferral / active EE | $7,322 | $7,092+3.2% | $7,758-5.6% | $4,289+70.7% |
| Admin fee / account holder | $11 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |