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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $39,529 |
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 | $32,673 | $65,118-49.8% | $76,767-57.4% | $55,725-41.4% |
| Participation rate | 98.5% | 79.6%+18.9pp | 77.0%+21.5pp | 70.9%+27.7pp |
| Annual return | 63.80% | -1.27%+65.1pp | 2.43%+61.4pp | 244.93%-181.1pp |
| Employer contribution / active EE | $1,045 | $1,941-46.1% | $2,485-57.9% | $2,078-49.7% |
| Participant deferral / active EE | $2,939 | $3,688-20.3% | $3,852-23.7% | $3,356-12.4% |
| Admin fee / account holder | $51 | $116-56.0% | $6,675-99.2% | $115-55.7% |