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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,448 | $48,750-31.4% | $88,946-62.4% | $74,304-55.0% |
| Participation rate | 98.8% | 44.5%+54.3pp | 68.8%+30.0pp | 60.3%+38.5pp |
| Annual return | 28.11% | 25.91%+2.2pp | 57.82%-29.7pp | 29.43%-1.3pp |
| Employer contribution / active EE | $4,253 | $1,255+238.9% | $2,555+66.4% | $2,241+89.7% |
| Participant deferral / active EE | $8,635 | $2,423+256.4% | $4,581+88.5% | $3,767+129.2% |
| Admin fee / account holder | $16 | $3,756-99.6% | $8,261-99.8% | $2,969-99.5% |