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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,146 | $84,936+76.8% | $111,297+34.9% | $79,386+89.1% |
| Participation rate | 95.9% | 75.9%+20.0pp | 77.3%+18.5pp | 70.7%+25.1pp |
| Annual return | 15.18% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,432 | $1,979-27.6% | $2,731-47.6% | $2,427-41.0% |
| Participant deferral / active EE | $5,993 | $3,888+54.1% | $4,487+33.5% | $4,046+48.1% |
| Admin fee / account holder | $49 | $537-90.8% | $7,964-99.4% | $626-92.1% |