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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,311 |
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 | $212,356 | $73,102+190.5% | $123,553+71.9% | $56,289+277.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.69% | 3.01%-7.7pp | 119.21%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $11,590 | $2,977+289.3% | $4,628+150.4% | $2,111+449.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $74 | $554-86.6% | $9,284-99.2% | $521-85.7% |