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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,611 |
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 | $120,831 | $66,302+82.2% | $110,241+9.6% | $56,287+114.7% |
| Participation rate | 94.8% | 74.9%+19.9pp | 79.8%+15.0pp | 69.9%+24.9pp |
| Annual return | -4.09% | -1.18%-2.9pp | 314.75%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,506 | $2,047+120.1% | $3,827+17.7% | $2,111+113.4% |
| Participant deferral / active EE | $8,770 | $3,381+159.4% | $4,672+87.7% | $3,350+161.8% |
| Admin fee / account holder | $149 | $698-78.7% | $8,548-98.3% | $521-71.4% |