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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,493 | $72,607-22.2% | $90,749-37.7% | $66,914-15.6% |
| Participation rate | 88.3% | 73.7%+14.6pp | 75.7%+12.6pp | 69.8%+18.5pp |
| Annual return | -16.89% | -12.28%-4.6pp | -12.16%-4.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,899 | $2,369+22.4% | $2,921-0.8% | $2,544+13.9% |
| Participant deferral / active EE | $4,824 | $3,977+21.3% | $4,564+5.7% | $4,237+13.8% |
| Admin fee / account holder | $27 | $707-96.2% | $8,445-99.7% | $593-95.4% |