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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,433 |
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 | $80,937 | $63,114+28.2% | $92,903-12.9% | $65,185+24.2% |
| Participation rate | 96.5% | 68.8%+27.7pp | 76.0%+20.5pp | 70.2%+26.3pp |
| Annual return | 31.28% | 28.75%+2.5pp | 109.43%-78.2pp | 29.38%+1.9pp |
| Employer contribution / active EE | $14,972 | $2,571+482.4% | $3,653+309.8% | $2,177+587.8% |
| Participant deferral / active EE | $1,652 | $3,108-46.8% | $4,238-61.0% | $3,514-53.0% |
| Admin fee / account holder | $67 | $624-89.2% | $5,795-98.8% | $847-92.0% |