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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,630 |
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 | $39,440 | $59,535-33.8% | $90,162-56.3% | $62,293-36.7% |
| Participation rate | 93.5% | 73.0%+20.4pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 25.54% | 23.53%+2.0pp | 34.88%-9.3pp | 28.90%-3.4pp |
| Employer contribution / active EE | $5,294 | $1,826+190.0% | $3,318+59.6% | $2,042+159.2% |
| Participant deferral / active EE | $9,754 | $4,639+110.3% | $5,287+84.5% | $3,169+207.8% |
| Admin fee / account holder | $3 | $337-99.0% | $5,943-99.9% | $479-99.3% |