| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $293,183 |
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 | $224,627 | $176,471+27.3% | $95,968+134.1% | $90,274+148.8% |
| Participation rate | 98.1% | 86.6%+11.5pp | 77.1%+21.0pp | 73.4%+24.7pp |
| Annual return | 18.84% | 20.15%-1.3pp | 91.65%-72.8pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,622 | $2,783-41.7% | $2,542-36.2% | $2,523-35.7% |
| Participant deferral / active EE | $15,246 | $5,325+186.3% | $4,167+265.9% | $4,231+260.4% |
| Admin fee / account holder | $109 | $154-29.0% | $6,798-98.4% | $114-4.1% |