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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,310 |
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 | $26,862 | $50,637-47.0% | $86,582-69.0% | $62,293-56.9% |
| Participation rate | 93.4% | 67.9%+25.5pp | 73.5%+19.8pp | 69.5%+23.9pp |
| Annual return | 19.55% | 20.80%-1.2pp | 965.08%-945.5pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,794 | $2,075-13.5% | $2,839-36.8% | $2,042-12.1% |
| Participant deferral / active EE | $3,009 | $2,611+15.3% | $3,609-16.6% | $3,169-5.0% |
| Admin fee / account holder | $95 | $413-77.1% | $4,904-98.1% | $479-80.3% |