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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,891 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,177 | $36,767+52.8% | $81,478-31.1% | $62,292-9.8% |
| Participation rate | 85.3% | 54.4%+30.9pp | 68.0%+17.4pp | 69.5%+15.8pp |
| Annual return | 23.63% | 173.80%-150.2pp | 38.78%-15.2pp | 28.90%-5.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,231 | $2,111+337.4% | $3,537+161.0% | $3,169+191.3% |
| Admin fee / account holder | $82 | $797-89.7% | $4,561-98.2% | $479-82.9% |