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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,798 | $99,957-10.2% | $149,696-40.0% | $73,488+22.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.51% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,105 | $3,191-2.7% | $4,644-33.1% | $2,270+36.8% |
| Participant deferral / active EE | $6,800 | $6,073+12.0% | $6,842-0.6% | $3,740+81.9% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.0% |