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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,448 | $106,028-21.3% | $146,958-43.2% | $77,643+7.5% |
| Participation rate | 86.5% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 16.96% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,528 | $4,063-13.2% | $4,933-28.5% | $2,726+29.4% |
| Participant deferral / active EE | $8,994 | $7,990+12.6% | $8,070+11.5% | $4,647+93.5% |
| Admin fee / account holder | $8 | $337-97.5% | $12,998-99.9% | $430-98.0% |