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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,770 |
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 | $190,426 | $46,732+307.5% | $156,551+21.6% | $55,167+245.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.34% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $6,712 | $2,105+218.9% | $5,501+22.0% | $1,963+242.0% |
| Participant deferral / active EE | $6,589 | $2,204+198.9% | $4,871+35.3% | $3,054+115.7% |
| Admin fee / account holder | $4 | $418-99.1% | $13,028-100.0% | $504-99.2% |