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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $35,255 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,501 | $89,652+102.5% | $141,197+28.5% | $65,186+178.4% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 22.45% | 32.79%-10.3pp | 71.41%-49.0pp | 29.39%-6.9pp |
| Employer contribution / active EE | $4,401 | $3,065+43.6% | $4,736-7.1% | $2,177+102.2% |
| Participant deferral / active EE | $7,814 | $5,691+37.3% | $6,710+16.4% | $3,514+122.4% |
| Admin fee / account holder | $119 | $569-79.1% | $10,265-98.8% | $847-86.0% |