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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,759 |
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 | $82,193 | $70,002+17.4% | $115,037-28.6% | $52,331+57.1% |
| Participation rate | 96.6% | 72.1%+24.5pp | 81.4%+15.2pp | 68.1%+28.5pp |
| Annual return | 1.80% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,079 | $2,715+13.4% | $4,608-33.2% | $1,882+63.6% |
| Participant deferral / active EE | $3,272 | $4,920-33.5% | $6,026-45.7% | $3,022+8.3% |
| Admin fee / account holder | $43 | $566-92.3% | $8,175-99.5% | $592-92.7% |