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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,838 |
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 | $110,330 | $53,901+104.7% | $134,162-17.8% | $73,497+50.1% |
| Participation rate | 99.4% | 62.8%+36.6pp | 72.2%+27.2pp | 70.7%+28.7pp |
| Annual return | 14.09% | 15.82%-1.7pp | 36.35%-22.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $7,152 | $1,458+390.4% | $3,705+93.0% | $2,270+215.1% |
| Participant deferral / active EE | $9,019 | $2,739+229.3% | $3,500+157.7% | $3,740+141.2% |
| Admin fee / account holder | $45 | $581-92.3% | $6,685-99.3% | $513-91.3% |