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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,524 | $61,156-73.0% | $185,823-91.1% | $79,386-79.2% |
| Participation rate | 77.3% | 66.6%+10.7pp | 81.7%-4.4pp | 70.7%+6.6pp |
| Annual return | 12.01% | 19.45%-7.4pp | 122.05%-110.0pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,004 | $2,321-56.8% | $5,167-80.6% | $2,427-58.7% |
| Participant deferral / active EE | $2,934 | $2,789+5.2% | $5,568-47.3% | $4,046-27.5% |
| Admin fee / account holder | $138 | $710-80.6% | $16,237-99.2% | $626-78.0% |