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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $100 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 60 | Sub-TA Fees | $0 |
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 | $31,673 | $75,388-58.0% | $123,553-74.4% | $55,727-43.2% |
| Participation rate | 82.0% | 75.7%+6.3pp | 82.3%-0.3pp | 70.9%+11.1pp |
| Annual return | -5.63% | 4.48%-10.1pp | 119.21%-124.8pp | 244.94%-250.6pp |
| Employer contribution / active EE | $10,139 | $3,063+231.0% | $4,628+119.1% | $2,078+387.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-99.7% | $9,284-100.0% | $115-99.6% |