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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,184 |
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 | $157,631 | $31,424+401.6% | $81,473+93.5% | $69,631+126.4% |
| Participation rate | 99.6% | 50.8%+48.8pp | 68.0%+31.7pp | 70.7%+28.9pp |
| Annual return | 17.05% | 22.44%-5.4pp | 38.78%-21.7pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $5,644 | $1,029+448.5% | $2,568+119.8% | $2,032+177.8% |
| Participant deferral / active EE | $3,957 | $1,838+115.2% | $3,537+11.9% | $3,224+22.7% |
| Admin fee / account holder | $211 | $103+105.3% | $4,561-95.4% | $110+90.7% |