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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,609 | $72,137+47.8% | $142,449-25.2% | $71,457+49.2% |
| Participation rate | 83.7% | 71.7%+12.0pp | 76.8%+6.9pp | 67.9%+15.8pp |
| Annual return | 17.05% | 21.15%-4.1pp | 19.99%-2.9pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,962 | $3,793-21.9% | $4,847-38.9% | $2,588+14.5% |
| Participant deferral / active EE | $8,729 | $5,280+65.3% | $6,283+38.9% | $4,289+103.5% |
| Admin fee / account holder | $128 | $1,433-91.1% | $10,011-98.7% | $1,587-92.0% |