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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $980 |
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 | $174,400 | $69,362+151.4% | $101,248+72.2% | $73,488+137.3% |
| Participation rate | 91.6% | 68.4%+23.2pp | 75.8%+15.8pp | 70.7%+20.9pp |
| Annual return | 14.93% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $4,563 | $2,628+73.6% | $3,660+24.7% | $2,270+101.0% |
| Participant deferral / active EE | $7,150 | $3,300+116.7% | $4,370+63.6% | $3,740+91.2% |
| Admin fee / account holder | $9 | $704-98.8% | $5,945-99.9% | $513-98.3% |