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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,924 |
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 | $217,357 | $70,002+210.5% | $115,037+88.9% | $52,331+315.4% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+17.9pp | 68.1%+31.2pp |
| Annual return | -0.67% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $7,808 | $2,715+187.6% | $4,608+69.5% | $1,882+314.9% |
| Participant deferral / active EE | $9,060 | $4,920+84.2% | $6,026+50.3% | $3,022+199.8% |
| Admin fee / account holder | $145 | $566-74.4% | $8,175-98.2% | $592-75.5% |