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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,486 |
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 | $208,188 | $80,177+159.7% | $123,894+68.0% | $57,661+261.1% |
| Participation rate | 97.3% | 74.4%+22.8pp | 81.4%+15.9pp | 70.2%+27.0pp |
| Annual return | 9.88% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,394 | $2,913+50.9% | $4,617-4.8% | $1,974+122.6% |
| Participant deferral / active EE | $9,677 | $5,130+88.6% | $5,984+61.7% | $3,061+216.2% |
| Admin fee / account holder | $6 | $106-94.2% | $8,357-99.9% | $95-93.5% |