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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,338 | $59,054+98.7% | $97,226+20.7% | $77,643+51.1% |
| Participation rate | 97.4% | 67.9%+29.5pp | 72.7%+24.7pp | 70.6%+26.8pp |
| Annual return | 13.50% | 16.96%-3.5pp | 75.13%-61.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,149 | $1,742+23.3% | $2,729-21.3% | $2,726-21.2% |
| Participant deferral / active EE | $3,710 | $3,930-5.6% | $4,264-13.0% | $4,647-20.2% |
| Admin fee / account holder | $6 | $346-98.3% | $5,654-99.9% | $430-98.6% |