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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,530 |
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 | $189,347 | $41,647+354.7% | $96,192+96.8% | $86,821+118.1% |
| Participation rate | 94.0% | 50.3%+43.7pp | 68.4%+25.6pp | 72.3%+21.7pp |
| Annual return | 26.70% | 27.24%-0.5pp | 192.09%-165.4pp | 97.94%-71.2pp |
| Employer contribution / active EE | $5,479 | $1,328+312.5% | $2,799+95.7% | $2,406+127.7% |
| Participant deferral / active EE | $4,924 | $2,412+104.1% | $4,351+13.2% | $4,132+19.2% |
| Admin fee / account holder | $201 | $169+18.5% | $5,539-96.4% | $170+18.3% |