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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,220 | $58,726+9.4% | $92,240-30.4% | $62,293+3.1% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.5%-4.7pp | 69.5%+2.3pp |
| Annual return | 27.45% | 43.62%-16.2pp | 176.29%-148.8pp | 28.90%-1.4pp |
| Employer contribution / active EE | $2,854 | $2,392+19.3% | $3,680-22.4% | $2,042+39.7% |
| Participant deferral / active EE | $5,679 | $2,766+105.3% | $3,897+45.7% | $3,169+79.2% |
| Admin fee / account holder | $7 | $556-98.7% | $5,194-99.9% | $479-98.5% |