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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,350 |
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 | $51,959 | $98,766-47.4% | $149,730-65.3% | $79,852-34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.43% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $2,871 | $3,217-10.8% | $4,645-38.2% | $2,471+16.2% |
| Participant deferral / active EE | $10,085 | $5,681+77.5% | $6,843+47.4% | $3,740+169.6% |
| Admin fee / account holder | $10 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |