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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,411 |
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 | $95,906 | $69,362+38.3% | $101,248-5.3% | $73,488+30.5% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.5pp | 70.7%+26.7pp |
| Annual return | 23.53% | 18.46%+5.1pp | 46.47%-22.9pp | 28.51%-5.0pp |
| Employer contribution / active EE | $17,790 | $2,628+576.9% | $3,660+386.1% | $2,270+683.7% |
| Participant deferral / active EE | $1,835 | $3,300-44.4% | $4,370-58.0% | $3,740-50.9% |
| Admin fee / account holder | $69 | $704-90.1% | $5,945-98.8% | $513-86.5% |