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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,265 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,946 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,886 | $82,163+16.7% | $125,381-23.5% | $64,819+47.9% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -15.23% | 3.49%-18.7pp | 572.31%-587.5pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,587 | $3,616-28.5% | $4,815-46.3% | $2,507+3.2% |
| Participant deferral / active EE | $9,226 | $7,175+28.6% | $7,448+23.9% | $4,311+114.0% |
| Admin fee / account holder | $137 | $163-16.3% | $10,007-98.6% | $188-27.3% |