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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,480 |
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 | $58,206 | $99,957-41.8% | $149,730-61.1% | $73,493-20.8% |
| Participation rate | 78.6% | 75.7%+2.9pp | 82.5%-3.8pp | 70.7%+8.0pp |
| Annual return | 42.04% | 53.87%-11.8pp | 276.70%-234.7pp | 28.51%+13.5pp |
| Employer contribution / active EE | $4,300 | $3,191+34.7% | $4,645-7.4% | $2,270+89.4% |
| Participant deferral / active EE | $9,009 | $6,073+48.4% | $6,843+31.7% | $3,740+140.9% |
| Admin fee / account holder | $85 | $551-84.7% | $9,310-99.1% | $513-83.5% |