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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,065 |
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 | $86,841 | $75,388+15.2% | $123,553-29.7% | $55,725+55.8% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -6.10% | 4.48%-10.6pp | 119.21%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,455 | $3,063-19.9% | $4,628-47.0% | $2,078+18.1% |
| Participant deferral / active EE | $8,455 | $5,651+49.6% | $6,426+31.6% | $3,356+152.0% |
| Admin fee / account holder | $131 | $120+9.3% | $9,284-98.6% | $115+13.6% |