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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,756 |
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 | $94,034 | $53,774+74.9% | $134,162-29.9% | $79,856+17.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.51% | 19.01%-0.5pp | 36.35%-17.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $622 | $1,322-52.9% | $3,705-83.2% | $2,471-74.8% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $93 | $3,985-97.7% | $6,685-98.6% | $5,306-98.2% |