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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,826 |
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 | $169,645 | $52,293+224.4% | $178,498-5.0% | $73,412+131.1% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.7pp |
| Annual return | 17.47% | 34.75%-17.3pp | 151.09%-133.6pp | 59.30%-41.8pp |
| Employer contribution / active EE | $5,154 | $1,735+197.0% | $5,011+2.9% | $2,234+130.8% |
| Participant deferral / active EE | $7,470 | $2,332+220.3% | $5,202+43.6% | $3,806+96.3% |
| Admin fee / account holder | $92 | $127-27.4% | $13,985-99.3% | $158-41.5% |