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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,971 |
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 | $132,718 | $36,916+259.5% | $156,551-15.2% | $57,658+130.2% |
| Participation rate | 98.0% | 63.4%+34.6pp | 84.0%+14.0pp | 70.2%+27.8pp |
| Annual return | 7.43% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,116 | $1,571+225.7% | $5,501-7.0% | $1,974+159.2% |
| Participant deferral / active EE | $6,133 | $1,926+218.5% | $4,871+25.9% | $3,061+100.4% |
| Admin fee / account holder | $96 | $82+16.5% | $13,028-99.3% | $95+1.7% |