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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,935 | $82,978+103.6% | $130,231+29.7% | $74,419+127.0% |
| Participation rate | 98.7% | 73.7%+25.1pp | 76.3%+22.5pp | 70.7%+28.0pp |
| Annual return | 13443.23% | 123.05%+13320.2pp | 38.77%+13404.5pp | 34.38%+13408.9pp |
| Employer contribution / active EE | $7,123 | $3,391+110.0% | $4,126+72.6% | $2,637+170.1% |
| Participant deferral / active EE | $8,871 | $5,370+65.2% | $6,799+30.5% | $4,528+95.9% |
| Admin fee / account holder | $79 | $354-77.6% | $6,020-98.7% | $348-77.2% |