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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $915 |
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 | $51,818 | $99,957-48.2% | $149,745-65.4% | $73,497-29.5% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 29.59% | 53.87%-24.3pp | 276.72%-247.1pp | 28.51%+1.1pp |
| Employer contribution / active EE | $2,925 | $3,191-8.4% | $4,646-37.0% | $2,270+28.8% |
| Participant deferral / active EE | $9,933 | $6,073+63.6% | $6,843+45.2% | $3,740+165.6% |
| Admin fee / account holder | $7 | $551-98.8% | $9,312-99.9% | $513-98.7% |