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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,774 | $79,013-31.9% | $100,391-46.4% | $74,495-27.8% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 17.92% | 20.41%-2.5pp | 49.20%-31.3pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $3,351 | $3,021+10.9% | $3,942-15.0% | $2,623+27.7% |
| Participant deferral / active EE | $8,572 | $7,760+10.5% | $8,082+6.1% | $4,346+97.2% |
| Admin fee / account holder | $115 | $1,320-91.3% | $7,899-98.5% | $1,942-94.1% |