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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,649 | $79,171-43.6% | $102,423-56.4% | $74,495-40.1% |
| Participation rate | 90.4% | 74.8%+15.6pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 20.81% | 54.93%-34.1pp | 29.32%-8.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $4,492 | $2,362+90.2% | $3,023+48.6% | $2,623+71.3% |
| Participant deferral / active EE | $9,693 | $4,415+119.5% | $5,053+91.8% | $4,346+123.1% |
| Admin fee / account holder | $23 | $2,001-98.9% | $9,451-99.8% | $1,942-98.8% |