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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,749 |
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 | $42,188 | $89,652-52.9% | $141,191-70.1% | $65,185-35.3% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.5%-12.4pp | 70.2%-0.2pp |
| Annual return | 25.27% | 32.79%-7.5pp | 71.41%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,191 | $3,065-28.5% | $4,736-53.7% | $2,177+0.6% |
| Participant deferral / active EE | $4,190 | $5,691-26.4% | $6,710-37.6% | $3,514+19.2% |
| Admin fee / account holder | $63 | $569-88.9% | $10,264-99.4% | $847-92.6% |