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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,051 |
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 | $73,078 | $111,608-34.5% | $177,839-58.9% | $73,415-0.5% |
| Participation rate | 99.7% | 87.9%+11.9pp | 87.7%+12.0pp | 72.2%+27.6pp |
| Annual return | 14.28% | 18.23%-3.9pp | 48.33%-34.0pp | 59.30%-45.0pp |
| Employer contribution / active EE | $3,036 | $3,796-20.0% | $5,919-48.7% | $2,234+35.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $36 | $166-78.0% | $12,432-99.7% | $158-77.0% |