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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,110 |
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 | $133,413 | $84,948+57.1% | $70,494+89.3% | $73,412+81.7% |
| Participation rate | 98.1% | 79.9%+18.1pp | 75.1%+23.0pp | 72.2%+25.9pp |
| Annual return | 18.28% | 13.39%+4.9pp | 109.16%-90.9pp | 59.30%-41.0pp |
| Employer contribution / active EE | $2,527 | $2,834-10.8% | $2,738-7.7% | $2,234+13.1% |
| Participant deferral / active EE | $6,046 | $3,387+78.5% | $3,711+62.9% | $3,806+58.9% |
| Admin fee / account holder | $71 | $98-27.7% | $3,848-98.2% | $158-55.1% |