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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,045 |
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 | $153,656 | $44,473+245.5% | $76,518+100.8% | $55,725+175.7% |
| Participation rate | 99.3% | 51.0%+48.3pp | 68.0%+31.3pp | 70.9%+28.4pp |
| Annual return | 1.00% | -2.01%+3.0pp | -0.27%+1.3pp | 244.93%-243.9pp |
| Employer contribution / active EE | $5,698 | $1,101+417.4% | $2,647+115.2% | $2,078+174.2% |
| Participant deferral / active EE | $4,301 | $1,988+116.4% | $3,836+12.1% | $3,356+28.2% |
| Admin fee / account holder | $213 | $134+59.0% | $4,849-95.6% | $115+85.1% |