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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $530 |
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 | $174,973 | $73,102+139.4% | $123,553+41.6% | $56,289+210.9% |
| Participation rate | 98.2% | 74.3%+23.9pp | 82.3%+15.9pp | 69.9%+28.3pp |
| Annual return | -4.39% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $5,439 | $2,977+82.7% | $4,628+17.5% | $2,111+157.6% |
| Participant deferral / active EE | $7,754 | $5,423+43.0% | $6,426+20.7% | $3,350+131.5% |
| Admin fee / account holder | $1 | $554-99.7% | $9,284-100.0% | $521-99.7% |