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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,216 |
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 | $68,110 | $63,156+7.8% | $122,354-44.3% | $62,293+9.3% |
| Participation rate | 96.6% | 60.0%+36.6pp | 71.6%+24.9pp | 69.5%+27.1pp |
| Annual return | 22.23% | 20.61%+1.6pp | 30.28%-8.0pp | 28.90%-6.7pp |
| Employer contribution / active EE | $5,397 | $1,385+289.8% | $4,051+33.2% | $2,042+164.3% |
| Participant deferral / active EE | $6,469 | $2,321+178.7% | $3,287+96.8% | $3,169+104.1% |
| Admin fee / account holder | $24 | $440-94.5% | $5,479-99.6% | $479-94.9% |