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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,588 |
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 | $83,887 | $46,877+79.0% | $122,354-31.4% | $70,126+19.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.06% | 24.22%-11.2pp | 30.28%-17.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $783 | $1,288-39.2% | $4,051-80.7% | $2,343-66.6% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $97 | $3,324-97.1% | $5,479-98.2% | $4,645-97.9% |