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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,288 |
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 | $162,556 | $88,324+84.0% | $115,038+41.3% | $55,191+194.5% |
| Participation rate | 99.9% | 72.5%+27.3pp | 81.4%+18.5pp | 69.2%+30.7pp |
| Annual return | 0.58% | 6.30%-5.7pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,528 | $5,042-30.0% | $6,026-41.5% | $3,046+15.8% |
| Admin fee / account holder | $41 | $105-60.7% | $8,175-99.5% | $91-54.4% |