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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,065 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $11,250 |
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 | $121,012 | $74,347+62.8% | $93,621+29.3% | $67,579+79.1% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.5pp | 71.3%+27.1pp |
| Annual return | 23.67% | 28.07%-4.4pp | 32.76%-9.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $4,123 | $2,583+59.6% | $2,719+51.7% | $2,148+92.0% |
| Participant deferral / active EE | $7,306 | $4,060+80.0% | $4,070+79.5% | $3,539+106.4% |
| Admin fee / account holder | $113 | $123-7.6% | $7,890-98.6% | $142-20.3% |