| 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 | $59,467-3.0% | $93,727-38.5% | $74,478-22.6% |
| Participation rate | 28.7% | 59.6%-30.9pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 12.54% | 82.14%-69.6pp | 133.83%-121.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,458 | $1,267+15.1% | $2,421-39.8% | $2,626-44.5% |
| Participant deferral / active EE | $2,373 | $3,052-22.2% | $4,417-46.3% | $4,350-45.5% |
| Admin fee / account holder | $120 | $3,028-96.0% | $8,292-98.6% | $1,946-93.8% |