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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,862 | $88,634-3.1% | $101,326-15.3% | $74,304+15.6% |
| Participation rate | 81.4% | 76.9%+4.5pp | 81.5%-0.1pp | 60.3%+21.0pp |
| Annual return | 27.82% | 33.10%-5.3pp | 36.82%-9.0pp | 29.43%-1.6pp |
| Employer contribution / active EE | $4,029 | $2,930+37.5% | $3,665+9.9% | $2,241+79.8% |
| Participant deferral / active EE | $11,175 | $7,322+52.6% | $7,994+39.8% | $3,767+196.6% |
| Admin fee / account holder | $5 | $2,425-99.8% | $11,185-100.0% | $2,969-99.8% |