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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,747 |
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 | $84,566 | $86,791-2.6% | $115,038-26.5% | $59,188+42.9% |
| Participation rate | 89.2% | 72.8%+16.3pp | 81.4%+7.8pp | 69.4%+19.8pp |
| Annual return | -0.12% | 4.44%-4.6pp | 26.14%-26.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $4,091 | $2,950+38.7% | $4,608-11.2% | $2,098+95.0% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $5 | $95-94.5% | $8,175-99.9% | $92-94.3% |