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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,016 |
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 | $113,244 | $56,640+99.9% | $78,002+45.2% | $55,167+105.3% |
| Participation rate | 97.4% | 73.3%+24.0pp | 75.5%+21.8pp | 69.0%+28.4pp |
| Annual return | 8.05% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,085 | $1,724-37.1% | $2,470-56.1% | $1,963-44.7% |
| Participant deferral / active EE | $3,668 | $2,778+32.0% | $3,497+4.9% | $3,054+20.1% |
| Admin fee / account holder | $50 | $467-89.3% | $5,481-99.1% | $504-90.1% |