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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,212 | $64,871+37.5% | $129,110-30.9% | $66,914+33.3% |
| Participation rate | 98.6% | 74.0%+24.7pp | 77.3%+21.4pp | 69.8%+28.8pp |
| Annual return | -16.63% | -12.21%-4.4pp | -10.94%-5.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,228 | $3,741-13.7% | $5,052-36.1% | $2,544+26.9% |
| Participant deferral / active EE | $7,141 | $5,090+40.3% | $6,542+9.2% | $4,237+68.6% |
| Admin fee / account holder | $115 | $629-81.8% | $14,302-99.2% | $593-80.7% |