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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,559 |
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 | $47,849 | $80,177-40.3% | $123,894-61.4% | $57,658-17.0% |
| Participation rate | 97.2% | 74.4%+22.7pp | 81.4%+15.7pp | 70.2%+26.9pp |
| Annual return | 8.56% | 17.90%-9.3pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,333 | $2,913-19.9% | $4,617-49.5% | $1,974+18.2% |
| Participant deferral / active EE | $2,225 | $5,130-56.6% | $5,984-62.8% | $3,061-27.3% |
| Admin fee / account holder | $47 | $106-55.7% | $8,357-99.4% | $95-50.2% |