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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,432 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,424 | $55,790-58.0% | $76,817-69.5% | $67,579-65.3% |
| Participation rate | 92.8% | 71.1%+21.7pp | 72.1%+20.7pp | 71.3%+21.5pp |
| Annual return | 20.83% | 64.45%-43.6pp | 1166.11%-1145.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $357 | $1,810-80.3% | $2,302-84.5% | $2,148-83.4% |
| Participant deferral / active EE | $2,119 | $2,875-26.3% | $3,336-36.5% | $3,539-40.1% |
| Admin fee / account holder | $75 | $159-53.1% | $6,420-98.8% | $142-47.5% |