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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,178 | $69,763-20.9% | $67,502-18.3% | $74,495-25.9% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 17.05% | -40.34%+57.4pp | 3512.12%-3495.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,191 | $3,636+262.8% | $4,000+229.8% | $4,346+203.5% |
| Admin fee / account holder | $17 | $896-98.1% | $3,998-99.6% | $1,942-99.1% |