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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,386 | $69,454+92.0% | $180,183-26.0% | $74,304+79.5% |
| Participation rate | 99.4% | 61.8%+37.7pp | 77.4%+22.0pp | 60.3%+39.1pp |
| Annual return | 15.94% | 25.86%-9.9pp | 27.86%-11.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,871 | $3,155+22.7% | $5,039-23.2% | $2,241+72.7% |
| Participant deferral / active EE | $8,933 | $4,662+91.6% | $6,822+30.9% | $3,767+137.1% |
| Admin fee / account holder | $111 | $3,036-96.3% | $19,975-99.4% | $2,969-96.3% |