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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,522 |
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 | $153,421 | $89,652+71.1% | $141,177+8.7% | $65,185+135.4% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.5%+13.3pp | 70.2%+25.6pp |
| Annual return | 22.57% | 32.79%-10.2pp | 71.40%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,517 | $3,065-17.9% | $4,736-46.8% | $2,177+15.6% |
| Participant deferral / active EE | $8,750 | $5,691+53.7% | $6,710+30.4% | $3,514+149.0% |
| Admin fee / account holder | $30 | $569-94.6% | $10,263-99.7% | $847-96.4% |