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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,255 |
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 | $247,321 | $66,813+270.2% | $100,528+146.0% | $73,493+236.5% |
| Participation rate | 75.8% | 77.5%-1.7pp | 79.4%-3.7pp | 70.7%+5.1pp |
| Annual return | 21.68% | 25.70%-4.0pp | 30.90%-9.2pp | 28.51%-6.8pp |
| Employer contribution / active EE | $4,180 | $2,147+94.7% | $3,419+22.3% | $2,270+84.2% |
| Participant deferral / active EE | $5,983 | $5,883+1.7% | $6,271-4.6% | $3,740+60.0% |
| Admin fee / account holder | $11 | $512-97.9% | $8,084-99.9% | $513-97.9% |