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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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 | $177,241 | $70,002+153.2% | $115,038+54.1% | $52,331+238.7% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.9pp | 68.1%+31.1pp |
| Annual return | -0.32% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $6,382 | $2,715+135.1% | $4,608+38.5% | $1,882+239.2% |
| Participant deferral / active EE | $8,596 | $4,920+74.7% | $6,026+42.6% | $3,022+184.4% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |