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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $575 |
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 | $43,794 | $55,453-21.0% | $170,435-74.3% | $62,293-29.7% |
| Participation rate | 97.6% | 66.4%+31.3pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 17.64% | 21.38%-3.7pp | 205.94%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,745 | $2,164+26.9% | $5,432-49.5% | $2,042+34.4% |
| Participant deferral / active EE | $2,561 | $2,303+11.2% | $4,939-48.2% | $3,169-19.2% |
| Admin fee / account holder | $1 | $455-99.8% | $13,881-100.0% | $479-99.8% |