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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,419 |
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 | $17,722 | $37,213-52.4% | $156,551-88.7% | $63,975-72.3% |
| Participation rate | 97.4% | 65.0%+32.4pp | 84.0%+13.4pp | 71.1%+26.3pp |
| Annual return | 11.86% | 47.89%-36.0pp | 32.23%-20.4pp | 48.65%-36.8pp |
| Employer contribution / active EE | $773 | $1,357-43.1% | $5,501-86.0% | $2,182-64.6% |
| Participant deferral / active EE | $2,821 | $2,070+36.3% | $4,871-42.1% | $3,356-16.0% |
| Admin fee / account holder | $27 | $56-51.6% | $13,028-99.8% | $70-61.3% |