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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,096 | $106,028-16.9% | $146,958-40.1% | $77,643+13.5% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 25.77% | 56.73%-31.0pp | 418.34%-392.6pp | 31.24%-5.5pp |
| Employer contribution / active EE | $8,614 | $4,063+112.0% | $4,933+74.6% | $2,726+216.0% |
| Participant deferral / active EE | $17,098 | $7,990+114.0% | $8,070+111.9% | $4,647+267.9% |
| Admin fee / account holder | $10 | $337-97.2% | $12,998-99.9% | $430-97.8% |