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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,787 |
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 | $70,998 | $74,024-4.1% | $78,002-9.0% | $57,658+23.1% |
| Participation rate | 97.9% | 79.7%+18.2pp | 75.5%+22.4pp | 70.2%+27.7pp |
| Annual return | 8.47% | 12.14%-3.7pp | 425.99%-417.5pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,076 | $2,365-12.2% | $2,470-15.9% | $1,974+5.2% |
| Participant deferral / active EE | $4,153 | $3,533+17.5% | $3,497+18.8% | $3,061+35.7% |
| Admin fee / account holder | $16 | $93-82.6% | $5,481-99.7% | $95-82.8% |