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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,729 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,462 | $61,125-48.5% | $94,057-66.5% | $87,485-64.0% |
| Participation rate | 76.1% | 64.1%+12.1pp | 73.3%+2.8pp | 68.9%+7.2pp |
| Annual return | 13.00% | 35.20%-22.2pp | 480.62%-467.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $718 | $2,136-66.4% | $2,933-75.5% | $2,596-72.4% |
| Participant deferral / active EE | $2,114 | $3,260-35.2% | $4,709-55.1% | $4,274-50.5% |
| Admin fee / account holder | $68 | $5,629-98.8% | $7,244-99.1% | $7,775-99.1% |