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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,301 | $81,908+176.3% | $90,749+149.4% | $64,808+249.2% |
| Participation rate | 98.5% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.1pp |
| Annual return | -14.72% | -12.53%-2.2pp | -12.16%-2.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $5,887 | $3,065+92.1% | $2,921+101.6% | $2,506+134.9% |
| Participant deferral / active EE | $7,420 | $4,840+53.3% | $4,564+62.6% | $4,310+72.1% |
| Admin fee / account holder | $67 | $157-57.4% | $8,445-99.2% | $188-64.4% |