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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,380 |
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 | $89,428 | $89,652-0.2% | $141,191-36.7% | $65,185+37.2% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-3.9pp | 70.2%+8.3pp |
| Annual return | 23.74% | 32.79%-9.1pp | 71.41%-47.7pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,140 | $3,065-62.8% | $4,736-75.9% | $2,177-47.6% |
| Participant deferral / active EE | $4,391 | $5,691-22.9% | $6,710-34.6% | $3,514+24.9% |
| Admin fee / account holder | $97 | $569-83.0% | $10,264-99.1% | $847-88.6% |