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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,064 |
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 | $183,813 | $80,177+129.3% | $123,894+48.4% | $57,661+218.8% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 8.85% | 17.90%-9.0pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $3,442 | $2,913+18.2% | $4,617-25.5% | $1,974+74.4% |
| Participant deferral / active EE | $7,643 | $5,130+49.0% | $5,984+27.7% | $3,061+149.7% |
| Admin fee / account holder | $47 | $106-55.8% | $8,357-99.4% | $95-50.3% |