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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,658 |
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 | $24,344 | $44,989-45.9% | $170,435-85.7% | $77,958-68.8% |
| Participation rate | 96.8% | 64.6%+32.2pp | 83.6%+13.2pp | 71.6%+25.1pp |
| Annual return | 20.63% | 19.61%+1.0pp | 205.94%-185.3pp | 20.87%-0.2pp |
| Employer contribution / active EE | $613 | $1,466-58.2% | $5,432-88.7% | $2,310-73.5% |
| Participant deferral / active EE | $3,339 | $2,208+51.2% | $4,939-32.4% | $3,537-5.6% |
| Admin fee / account holder | $56 | $69-18.4% | $13,881-99.6% | $97-42.2% |