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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,159 |
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 | $227,729 | $70,002+225.3% | $115,038+98.0% | $52,331+335.2% |
| Participation rate | 96.2% | 72.1%+24.1pp | 81.4%+14.9pp | 68.1%+28.1pp |
| Annual return | 0.31% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $10,121 | $2,715+272.8% | $4,608+119.7% | $1,882+437.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $58 | $566-89.8% | $8,175-99.3% | $592-90.2% |