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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,674 | $94,833-28.6% | $75,696-10.6% | $86,799-22.0% |
| Participation rate | 71.3% | 79.1%-7.8pp | 74.8%-3.5pp | 72.3%-1.0pp |
| Annual return | 18.39% | 16.91%+1.5pp | 104.53%-86.1pp | 97.91%-79.5pp |
| Employer contribution / active EE | $2,611 | $2,904-10.1% | $2,743-4.8% | $2,405+8.6% |
| Participant deferral / active EE | $6,017 | $3,632+65.7% | $3,821+57.5% | $4,131+45.7% |
| Admin fee / account holder | $12 | $109-88.7% | $3,619-99.7% | $170-92.8% |