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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,109 | $68,719+149.0% | $91,541+86.9% | $84,808+101.8% |
| Participation rate | 94.7% | 64.5%+30.2pp | 69.8%+24.9pp | 68.3%+26.4pp |
| Annual return | 16.83% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,067 | $1,920-44.4% | $2,505-57.4% | $2,631-59.5% |
| Participant deferral / active EE | $7,977 | $3,136+154.4% | $4,008+99.0% | $4,212+89.4% |
| Admin fee / account holder | $108 | $5,786-98.1% | $6,956-98.5% | $7,344-98.5% |