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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,692 | $117,025-68.6% | $91,541-59.9% | $85,563-57.1% |
| Participation rate | 95.2% | 64.2%+30.9pp | 69.8%+25.4pp | 66.0%+29.2pp |
| Annual return | 17.76% | 18.02%-0.3pp | 20.50%-2.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,582 | $2,120+21.8% | $2,505+3.1% | $2,654-2.7% |
| Participant deferral / active EE | $5,001 | $3,446+45.1% | $4,008+24.8% | $4,375+14.3% |
| Admin fee / account holder | $121 | $1,242-90.3% | $6,956-98.3% | $834-85.5% |