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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $565 |
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 | $74,144 | $46,360+59.9% | $147,617-49.8% | $52,331+41.7% |
| Participation rate | 97.5% | 64.9%+32.5pp | 84.6%+12.9pp | 68.1%+29.4pp |
| Annual return | -0.15% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,691 | $2,126+26.6% | $5,564-51.6% | $1,882+43.0% |
| Participant deferral / active EE | $2,575 | $2,258+14.0% | $4,895-47.4% | $3,022-14.8% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.8% |