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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,375 |
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 | $75,612 | $48,078+57.3% | $78,676-3.9% | $62,881+20.2% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.0pp | 69.3%+29.3pp |
| Annual return | 8.00% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,318 | $2,015+114.3% | $2,850+51.5% | $2,281+89.3% |
| Participant deferral / active EE | $8,174 | $2,587+216.0% | $3,517+132.4% | $3,203+155.2% |
| Admin fee / account holder | $24 | $3,206-99.3% | $4,510-99.5% | $4,296-99.4% |