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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,553 | $72,554+77.2% | $138,135-6.9% | $73,488+74.9% |
| Participation rate | 78.3% | 74.8%+3.4pp | 78.7%-0.4pp | 70.7%+7.6pp |
| Annual return | 18.69% | 17.50%+1.2pp | 20.51%-1.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,946 | $3,511-44.6% | $5,587-65.2% | $2,270-14.3% |
| Participant deferral / active EE | $7,525 | $4,908+53.3% | $6,431+17.0% | $3,740+101.2% |
| Admin fee / account holder | $129 | $464-72.2% | $11,856-98.9% | $513-74.9% |