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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
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 | $203,569 | $88,122+131.0% | $141,200+44.2% | $67,584+201.2% |
| Participation rate | 99.3% | 76.5%+22.8pp | 82.5%+16.8pp | 71.3%+28.0pp |
| Annual return | 24.02% | 75.40%-51.4pp | 71.41%-47.4pp | 378.59%-354.6pp |
| Employer contribution / active EE | $7,494 | $3,224+132.4% | $4,736+58.2% | $2,148+248.9% |
| Participant deferral / active EE | $12,776 | $5,958+114.4% | $6,710+90.4% | $3,540+260.9% |
| Admin fee / account holder | $3 | $131-97.8% | $10,265-100.0% | $142-97.9% |