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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,776 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $13,003 |
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 | $117,892 | $66,813+76.5% | $100,535+17.3% | $73,497+60.4% |
| Participation rate | 94.7% | 77.5%+17.3pp | 79.4%+15.3pp | 70.7%+24.1pp |
| Annual return | 14.56% | 25.70%-11.1pp | 30.90%-16.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,716 | $2,147-20.1% | $3,419-49.8% | $2,270-24.4% |
| Participant deferral / active EE | $8,222 | $5,883+39.8% | $6,271+31.1% | $3,740+119.9% |
| Admin fee / account holder | $146 | $512-71.6% | $8,085-98.2% | $513-71.6% |