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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,579 |
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 | $73,050 | $41,377+76.5% | $109,313-33.2% | $62,881+16.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 8.56% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $716 | $1,276-43.9% | $3,892-81.6% | $2,281-68.6% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $94 | $2,884-96.7% | $5,666-98.3% | $4,296-97.8% |