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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,753 | $77,660+168.8% | $109,143+91.3% | $79,386+163.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 15.26% | 23.44%-8.2pp | 25.75%-10.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,719 | $2,797-2.8% | $3,722-26.9% | $2,427+12.0% |
| Participant deferral / active EE | $7,979 | $3,518+126.8% | $4,653+71.5% | $4,046+97.2% |
| Admin fee / account holder | $36 | $732-95.0% | $6,752-99.5% | $626-94.2% |