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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,770 | $93,571-60.7% | $135,903-72.9% | $75,163-51.1% |
| Participation rate | 77.7% | 75.2%+2.5pp | 81.9%-4.2pp | 67.2%+10.5pp |
| Annual return | 28.35% | 30.90%-2.6pp | 68.23%-39.9pp | 160.62%-132.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,715 | $6,404+82.9% | $7,758+51.0% | $4,125+184.0% |
| Admin fee / account holder | $10 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |