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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
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 | $67,225 | $98,766-31.9% | $149,730-55.1% | $79,852-15.8% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 16.46% | 27.43%-11.0pp | 276.70%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $4,304 | $3,217+33.8% | $4,645-7.3% | $2,471+74.2% |
| Participant deferral / active EE | $9,160 | $5,681+61.2% | $6,843+33.9% | $3,740+144.9% |
| Admin fee / account holder | $10 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |