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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,661 |
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 | $67,899 | $89,652-24.3% | $141,197-51.9% | $65,186+4.2% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.5%+2.9pp | 70.2%+15.2pp |
| Annual return | 23.00% | 32.79%-9.8pp | 71.41%-48.4pp | 29.39%-6.4pp |
| Employer contribution / active EE | $3,293 | $3,065+7.4% | $4,736-30.5% | $2,177+51.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $569-97.9% | $10,265-99.9% | $847-98.6% |