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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,794 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,276 | $88,122+2.4% | $141,162-36.0% | $67,579+33.6% |
| Participation rate | 95.2% | 76.5%+18.8pp | 82.5%+12.7pp | 71.3%+23.9pp |
| Annual return | 23.81% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.7pp |
| Employer contribution / active EE | $3,793 | $3,224+17.6% | $4,735-19.9% | $2,148+76.6% |
| Participant deferral / active EE | $4,876 | $5,958-18.2% | $6,709-27.3% | $3,539+37.8% |
| Admin fee / account holder | $64 | $131-50.8% | $10,261-99.4% | $142-54.8% |