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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,520 |
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 | $132,884 | $66,124+101.0% | $90,440+46.9% | $73,493+80.8% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 17.35% | 17.65%-0.3pp | 1294.38%-1277.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,667 | $2,346-29.0% | $3,263-48.9% | $2,270-26.6% |
| Participant deferral / active EE | $7,663 | $3,039+152.2% | $3,964+93.3% | $3,740+104.9% |
| Admin fee / account holder | $21 | $396-94.6% | $5,615-99.6% | $513-95.8% |