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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,413 |
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 | $41,985 | $89,652-53.2% | $141,191-70.3% | $65,185-35.6% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.5%-12.2pp | 70.2%+0.1pp |
| Annual return | 39.12% | 32.79%+6.3pp | 71.41%-32.3pp | 29.38%+9.7pp |
| Employer contribution / active EE | $3,141 | $3,065+2.5% | $4,736-33.7% | $2,177+44.3% |
| Participant deferral / active EE | $7,322 | $5,691+28.7% | $6,710+9.1% | $3,514+108.4% |
| Admin fee / account holder | $90 | $569-84.2% | $10,264-99.1% | $847-89.4% |