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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $465 |
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 | $37,518 | $46,732-19.7% | $156,551-76.0% | $55,167-32.0% |
| Participation rate | 98.1% | 65.8%+32.4pp | 84.0%+14.1pp | 69.0%+29.2pp |
| Annual return | 8.52% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,824 | $2,105+34.1% | $5,501-48.7% | $1,963+43.9% |
| Participant deferral / active EE | $2,534 | $2,204+14.9% | $4,871-48.0% | $3,054-17.0% |
| Admin fee / account holder | $1 | $418-99.7% | $13,028-100.0% | $504-99.8% |