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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,244 |
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 | $50,951 | $75,388-32.4% | $123,553-58.8% | $55,725-8.6% |
| Participation rate | 96.3% | 75.7%+20.7pp | 82.3%+14.0pp | 70.9%+25.5pp |
| Annual return | -4.47% | 4.48%-9.0pp | 119.21%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,418 | $3,063-21.1% | $4,628-47.8% | $2,078+16.3% |
| Participant deferral / active EE | $2,506 | $5,651-55.6% | $6,426-61.0% | $3,356-25.3% |
| Admin fee / account holder | $51 | $120-57.7% | $9,284-99.5% | $115-56.0% |