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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,834 | $100,923+34.6% | $150,045-9.5% | $74,304+82.8% |
| Participation rate | 99.5% | 70.1%+29.4pp | 82.3%+17.2pp | 60.3%+39.1pp |
| Annual return | 22.21% | 51.77%-29.6pp | 62.55%-40.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $10,284 | $3,463+196.9% | $4,693+119.1% | $2,241+358.9% |
| Participant deferral / active EE | $9,610 | $6,709+43.2% | $7,997+20.2% | $3,767+155.1% |
| Admin fee / account holder | $110 | $2,767-96.0% | $13,435-99.2% | $2,969-96.3% |