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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,244 |
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 | $213,325 | $100,801+111.6% | $149,745+42.5% | $73,412+190.6% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 16.32% | 265.34%-249.0pp | 276.72%-260.4pp | 59.30%-43.0pp |
| Employer contribution / active EE | $7,906 | $3,312+138.7% | $4,646+70.2% | $2,234+253.9% |
| Participant deferral / active EE | $9,081 | $6,404+41.8% | $6,843+32.7% | $3,806+138.6% |
| Admin fee / account holder | $8 | $181-95.5% | $9,312-99.9% | $158-94.9% |