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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,878 |
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 | $122,036 | $37,196+228.1% | $154,114-20.8% | $55,725+119.0% |
| Participation rate | 96.5% | 64.1%+32.4pp | 83.0%+13.5pp | 70.9%+25.6pp |
| Annual return | 1.07% | 1319.68%-1318.6pp | 735.16%-734.1pp | 244.93%-243.9pp |
| Employer contribution / active EE | $5,038 | $1,614+212.1% | $5,298-4.9% | $2,078+142.4% |
| Participant deferral / active EE | $7,032 | $2,068+240.0% | $5,081+38.4% | $3,356+109.6% |
| Admin fee / account holder | $85 | $102-16.1% | $13,411-99.4% | $115-26.0% |