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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,889 |
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 | $66,476 | $78,707-15.5% | $117,861-43.6% | $70,126-5.2% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 14.50% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,467 | $2,223-34.0% | $3,786-61.3% | $2,343-37.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $63 | $5,066-98.8% | $8,021-99.2% | $4,645-98.7% |