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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,233 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,095 | $118,101-21.2% | $106,387-12.5% | $75,289+23.6% |
| Participation rate | 98.1% | 81.4%+16.6pp | 77.5%+20.6pp | 72.4%+25.6pp |
| Annual return | -4.68% | -2.42%-2.3pp | 0.25%-4.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,914 | $2,880+1.2% | $3,520-17.2% | $2,405+21.2% |
| Participant deferral / active EE | $7,257 | $4,681+55.0% | $5,421+33.9% | $3,739+94.1% |
| Admin fee / account holder | $31 | $85-63.3% | $7,510-99.6% | $102-69.7% |