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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,843 |
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 | $53,257 | $33,067+61.1% | $76,518-30.4% | $56,289-5.4% |
| Participation rate | 84.2% | 55.4%+28.8pp | 68.0%+16.2pp | 69.9%+14.4pp |
| Annual return | -4.19% | 2.72%-6.9pp | -0.27%-3.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,588 | $2,240+283.4% | $3,836+123.9% | $3,350+156.4% |
| Admin fee / account holder | $63 | $537-88.3% | $4,849-98.7% | $521-88.0% |