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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,309 |
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 | $130,430 | $60,165+116.8% | $74,184+75.8% | $55,167+136.4% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 8.55% | 10.00%-1.4pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,750 | $1,600+71.9% | $2,370+16.0% | $1,963+40.1% |
| Participant deferral / active EE | $6,451 | $2,973+117.0% | $3,550+81.7% | $3,054+111.2% |
| Admin fee / account holder | $38 | $419-90.9% | $5,586-99.3% | $504-92.4% |