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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,891 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,841 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,448 | $92,090-5.0% | $106,201-17.7% | $77,671+12.6% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 12.44% | 17.89%-5.4pp | 116.26%-103.8pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,983 | $3,368+18.3% | $3,170+25.7% | $2,726+46.1% |
| Participant deferral / active EE | $5,262 | $5,386-2.3% | $5,012+5.0% | $4,648+13.2% |
| Admin fee / account holder | $118 | $219-46.1% | $11,039-98.9% | $430-72.6% |