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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,751 |
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 | $84,467 | $91,019-7.2% | $392,568-78.5% | $72,976+15.7% |
| Participation rate | 97.4% | 74.4%+23.1pp | 78.1%+19.4pp | 69.5%+27.9pp |
| Annual return | 21.70% | 20.00%+1.7pp | 24.42%-2.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $4,287 | $2,751+55.8% | $3,783+13.3% | $2,440+75.7% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14 | $4,895-99.7% | $6,260-99.8% | $5,124-99.7% |