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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,864 | $63,114+115.3% | $92,893+46.3% | $65,185+108.4% |
| Participation rate | 98.7% | 68.8%+29.9pp | 76.0%+22.7pp | 70.2%+28.5pp |
| Annual return | 25.35% | 28.75%-3.4pp | 109.41%-84.1pp | 29.38%-4.0pp |
| Employer contribution / active EE | $4,643 | $2,571+80.6% | $3,653+27.1% | $2,177+113.3% |
| Participant deferral / active EE | $8,271 | $3,108+166.1% | $4,236+95.3% | $3,514+135.4% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |