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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $945 |
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 | $75,576 | $76,401-1.1% | $106,387-29.0% | $64,173+17.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.5%+19.9pp | 69.6%+27.8pp |
| Annual return | -5.03% | -2.19%-2.8pp | 0.25%-5.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,999 | $2,680+49.2% | $3,520+13.6% | $2,381+68.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $4,610-99.8% | $7,510-99.9% | $4,887-99.8% |