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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $550 |
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 | $172,871 | $51,620+234.9% | $90,281+91.5% | $65,185+165.2% |
| Participation rate | 81.2% | 68.6%+12.6pp | 73.3%+7.9pp | 70.2%+11.0pp |
| Annual return | 25.69% | 24.94%+0.8pp | 78.10%-52.4pp | 29.38%-3.7pp |
| Employer contribution / active EE | $4,530 | $2,235+102.7% | $2,854+58.7% | $2,177+108.1% |
| Participant deferral / active EE | $3,583 | $2,871+24.8% | $3,885-7.8% | $3,514+2.0% |
| Admin fee / account holder | $2 | $384-99.4% | $5,351-100.0% | $847-99.7% |