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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,567 | $85,766-27.0% | $136,294-54.1% | $70,131-10.8% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.8pp | 69.5%+20.1pp |
| Annual return | 17.75% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $6,174 | $2,966+108.1% | $4,695+31.5% | $2,342+163.6% |
| Participant deferral / active EE | $4,551 | $5,051-9.9% | $6,247-27.1% | $3,332+36.6% |
| Admin fee / account holder | $3 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |