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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,270 |
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 | $48,621 | $52,967-8.2% | $172,753-71.9% | $65,186-25.4% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 22.77% | 30.12%-7.4pp | 803.00%-780.2pp | 29.39%-6.6pp |
| Employer contribution / active EE | $2,765 | $2,190+26.3% | $5,144-46.2% | $2,177+27.0% |
| Participant deferral / active EE | $2,657 | $2,471+7.5% | $5,198-48.9% | $3,514-24.4% |
| Admin fee / account holder | $6 | $472-98.8% | $13,956-100.0% | $847-99.3% |