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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,608 |
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 | $95,587 | $46,722+104.6% | $130,660-26.8% | $65,186+46.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 23.22% | 24.17%-0.9pp | 1709.29%-1686.1pp | 29.39%-6.2pp |
| Employer contribution / active EE | $6,394 | $1,488+329.9% | $4,092+56.3% | $2,177+193.7% |
| Participant deferral / active EE | $7,914 | $2,545+210.9% | $3,603+119.6% | $3,514+125.2% |
| Admin fee / account holder | $33 | $453-92.8% | $5,463-99.4% | $847-96.1% |