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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,882 | $55,415-56.9% | $155,509-84.6% | $74,495-67.9% |
| Participation rate | 77.9% | 61.9%+16.0pp | 78.2%-0.3pp | 67.2%+10.7pp |
| Annual return | 13.79% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $921 | $2,267-59.4% | $4,672-80.3% | $2,623-64.9% |
| Participant deferral / active EE | $2,347 | $2,836-17.3% | $5,626-58.3% | $4,346-46.0% |
| Admin fee / account holder | $60 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |