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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,798 | $69,477+174.6% | $94,646+101.6% | $71,457+167.0% |
| Participation rate | 99.1% | 78.4%+20.7pp | 80.8%+18.3pp | 67.9%+31.2pp |
| Annual return | 23.42% | 29.66%-6.2pp | 156.71%-133.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $5,314 | $2,853+86.3% | $3,672+44.7% | $2,588+105.4% |
| Participant deferral / active EE | $12,846 | $7,345+74.9% | $7,418+73.2% | $4,289+199.5% |
| Admin fee / account holder | $118 | $1,210-90.3% | $7,231-98.4% | $1,587-92.6% |