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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,785 | $132,049-3.2% | $200,582-36.3% | $74,304+72.0% |
| Participation rate | 89.2% | 84.1%+5.1pp | 86.9%+2.3pp | 60.3%+28.8pp |
| Annual return | 18.80% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,229 | $4,558-51.1% | $6,419-65.3% | $2,241-0.6% |
| Participant deferral / active EE | $14,692 | $7,213+103.7% | $9,331+57.4% | $3,767+290.0% |
| Admin fee / account holder | $8 | $2,405-99.7% | $16,305-100.0% | $2,969-99.7% |