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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,553 | $65,435-31.9% | $86,677-48.6% | $66,914-33.4% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | -15.84% | -10.89%-5.0pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,248 | $2,153+4.4% | $2,836-20.7% | $2,544-11.6% |
| Participant deferral / active EE | $7,092 | $4,100+73.0% | $4,656+52.3% | $4,237+67.4% |
| Admin fee / account holder | $23 | $642-96.4% | $7,493-99.7% | $593-96.1% |