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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,694 | $79,171-28.4% | $102,423-44.6% | $74,495-23.9% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 13.30% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,199 | $2,362-6.9% | $3,023-27.3% | $2,623-16.2% |
| Participant deferral / active EE | $7,047 | $4,415+59.6% | $5,053+39.5% | $4,346+62.1% |
| Admin fee / account holder | $3 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |