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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,342 |
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 | $187,678 | $75,183+149.6% | $123,894+51.5% | $55,167+240.2% |
| Participation rate | 91.3% | 72.8%+18.4pp | 81.4%+9.8pp | 69.0%+22.3pp |
| Annual return | 8.25% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $11,154 | $2,823+295.1% | $4,617+141.6% | $1,963+468.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $26 | $663-96.0% | $8,357-99.7% | $504-94.8% |