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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,202 |
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 | $62,338 | $38,365+62.5% | $84,646-26.4% | $65,188-4.4% |
| Participation rate | 85.6% | 55.7%+29.9pp | 68.2%+17.3pp | 70.2%+15.4pp |
| Annual return | 20.57% | 32.00%-11.4pp | 258.85%-238.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,654-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,981 | $2,278+206.4% | $3,901+79.0% | $3,514+98.6% |
| Admin fee / account holder | $55 | $451-87.8% | $4,915-98.9% | $847-93.5% |