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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,832 |
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 | $166,423 | $99,957+66.5% | $149,730+11.1% | $73,493+126.4% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.5%+12.8pp | 70.7%+24.6pp |
| Annual return | 16.72% | 53.87%-37.2pp | 276.70%-260.0pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,420 | $3,191-24.2% | $4,645-47.9% | $2,270+6.6% |
| Participant deferral / active EE | $8,330 | $6,073+37.2% | $6,843+21.7% | $3,740+122.7% |
| Admin fee / account holder | $18 | $551-96.8% | $9,310-99.8% | $513-96.6% |