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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,661 | $73,867+6.5% | $143,757-45.3% | $68,494+14.8% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -9.12% | 1.01%-10.1pp | -0.04%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $5,446 | $3,184+71.0% | $4,951+10.0% | $2,596+109.8% |
| Participant deferral / active EE | $5,995 | $3,384+77.1% | $5,637+6.3% | $4,027+48.9% |
| Admin fee / account holder | $71 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |