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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $475 |
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 | $209,187 | $89,652+133.3% | $141,197+48.2% | $65,186+220.9% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.2pp | 70.2%+28.4pp |
| Annual return | 22.13% | 32.79%-10.7pp | 71.41%-49.3pp | 29.39%-7.3pp |
| Employer contribution / active EE | $5,212 | $3,065+70.1% | $4,736+10.0% | $2,177+139.4% |
| Participant deferral / active EE | $8,727 | $5,691+53.4% | $6,710+30.1% | $3,514+148.4% |
| Admin fee / account holder | $1 | $569-99.8% | $10,265-100.0% | $847-99.8% |