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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,450 | $80,005+160.5% | $140,016+48.9% | $55,725+274.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.81% | 0.46%-5.3pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $8,256 | $3,403+142.6% | $5,606+47.3% | $2,078+297.3% |
| Participant deferral / active EE | $10,639 | $5,264+102.1% | $6,927+53.6% | $3,356+217.1% |
| Admin fee / account holder | $6 | $116-94.5% | $10,705-99.9% | $115-94.4% |