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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,582 |
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 | $150,184 | $85,171+76.3% | $172,753-13.1% | $72,976+105.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.43% | 27.32%-5.9pp | 803.00%-781.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $4,072 | $3,324+22.5% | $5,144-20.8% | $2,440+66.9% |
| Participant deferral / active EE | $8,724 | $3,260+167.6% | $5,198+67.8% | $3,608+141.8% |
| Admin fee / account holder | $39 | $5,880-99.3% | $13,956-99.7% | $5,124-99.2% |