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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,726 |
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 | $35,872 | $65,378-45.1% | $87,103-58.8% | $65,186-45.0% |
| Participation rate | 88.4% | 75.3%+13.1pp | 76.9%+11.6pp | 70.2%+18.2pp |
| Annual return | 20.17% | 31.28%-11.1pp | 28.19%-8.0pp | 29.39%-9.2pp |
| Employer contribution / active EE | $1,009 | $1,823-44.6% | $2,521-60.0% | $2,177-53.6% |
| Participant deferral / active EE | $4,127 | $3,389+21.8% | $4,049+1.9% | $3,514+17.5% |
| Admin fee / account holder | $112 | $520-78.5% | $7,491-98.5% | $847-86.8% |