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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,631 |
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 | $192,005 | $85,135+125.5% | $98,920+94.1% | $73,412+161.5% |
| Participation rate | 87.5% | 81.1%+6.3pp | 76.0%+11.4pp | 72.2%+15.3pp |
| Annual return | 13.85% | 19.14%-5.3pp | 196.47%-182.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,378 | $2,721-49.3% | $2,689-48.8% | $2,234-38.3% |
| Participant deferral / active EE | $6,047 | $4,349+39.0% | $4,245+42.4% | $3,806+58.9% |
| Admin fee / account holder | $23 | $139-83.4% | $6,643-99.7% | $158-85.3% |