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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,391 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,677 | $59,456-3.0% | $93,669-38.4% | $74,429-22.5% |
| Participation rate | 28.7% | 59.6%-31.0pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 12.54% | 82.00%-69.5pp | 133.59%-121.1pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,458 | $1,266+15.2% | $2,424-39.8% | $2,625-44.5% |
| Participant deferral / active EE | $2,373 | $3,052-22.3% | $4,416-46.3% | $4,348-45.4% |
| Admin fee / account holder | $120 | $3,026-96.0% | $8,291-98.6% | $1,944-93.8% |