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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,749 |
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 | $106,086 | $46,732+127.0% | $156,551-32.2% | $55,167+92.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.82% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,395 | $2,105+13.8% | $5,501-56.5% | $1,963+22.1% |
| Participant deferral / active EE | $4,991 | $2,204+126.4% | $4,871+2.5% | $3,054+63.4% |
| Admin fee / account holder | $28 | $418-93.4% | $13,028-99.8% | $504-94.5% |