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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,812 |
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 | $56,830 | $81,537-30.3% | $149,721-62.0% | $69,634-18.4% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.7pp | 70.7%+29.0pp |
| Annual return | 14.98% | 22.79%-7.8pp | 1501.67%-1486.7pp | 27572.26%-27557.3pp |
| Employer contribution / active EE | $8,857 | $3,239+173.4% | $5,444+62.7% | $2,032+335.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $30 | $107-71.5% | $11,282-99.7% | $110-72.5% |