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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,160 |
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 | $37,563 | $66,319-43.4% | $93,621-59.9% | $65,186-42.4% |
| Participation rate | 73.9% | 74.0%-0.1pp | 75.8%-1.9pp | 70.2%+3.7pp |
| Annual return | 20.12% | 42.59%-22.5pp | 32.76%-12.6pp | 29.39%-9.3pp |
| Employer contribution / active EE | $2,057 | $2,013+2.2% | $2,719-24.3% | $2,177-5.5% |
| Participant deferral / active EE | $2,167 | $3,343-35.2% | $4,070-46.8% | $3,514-38.3% |
| Admin fee / account holder | $15 | $6,900-99.8% | $7,890-99.8% | $847-98.2% |