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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,465 | $87,870-33.5% | $113,168-48.3% | $74,304-21.3% |
| Participation rate | 90.3% | 70.7%+19.5pp | 76.6%+13.7pp | 60.3%+29.9pp |
| Annual return | 21.74% | 26.44%-4.7pp | 24.27%-2.5pp | 29.43%-7.7pp |
| Employer contribution / active EE | $5,579 | $2,277+145.0% | $2,975+87.5% | $2,241+148.9% |
| Participant deferral / active EE | $12,361 | $4,241+191.5% | $5,107+142.1% | $3,767+228.1% |
| Admin fee / account holder | $12 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |