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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,720 |
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 | $162,401 | $80,177+102.6% | $123,894+31.1% | $57,661+181.6% |
| Participation rate | 98.9% | 74.4%+24.5pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 8.63% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $7,080 | $2,913+143.1% | $4,617+53.4% | $1,974+258.7% |
| Participant deferral / active EE | $10,794 | $5,130+110.4% | $5,984+80.4% | $3,061+252.7% |
| Admin fee / account holder | $2 | $106-98.0% | $8,357-100.0% | $95-97.7% |