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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,240 |
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 | $33,275 | $48,313-31.1% | $73,309-54.6% | $52,331-36.4% |
| Participation rate | 97.0% | 68.6%+28.5pp | 74.9%+22.1pp | 68.1%+28.9pp |
| Annual return | -0.14% | 3.85%-4.0pp | 5.67%-5.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,426 | $1,661+106.3% | $3,237+5.8% | $1,882+82.1% |
| Participant deferral / active EE | $5,121 | $4,189+22.3% | $4,991+2.6% | $3,022+69.5% |
| Admin fee / account holder | $54 | $404-86.6% | $5,635-99.0% | $592-90.9% |