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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $705 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,503 | $123,793+8.7% | $177,821-24.4% | $79,858+68.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 24.25% | 22.82%+1.4pp | 48.32%-24.1pp | 31.71%-7.5pp |
| Employer contribution / active EE | $17,338 | $4,095+323.4% | $5,918+193.0% | $2,471+601.7% |
| Participant deferral / active EE | $9,850 | $5,956+65.4% | $7,714+27.7% | $3,740+163.4% |
| Admin fee / account holder | $6 | $7,243-99.9% | $12,427-99.9% | $5,306-99.9% |