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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 | $92,186-5.1% | $105,624-17.2% | $77,762+12.5% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 12.44% | 17.83%-5.4pp | 116.20%-103.8pp | 31.27%-18.8pp |
| Employer contribution / active EE | $3,983 | $3,376+18.0% | $3,168+25.7% | $2,728+46.0% |
| Participant deferral / active EE | $5,262 | $5,395-2.5% | $5,013+5.0% | $4,651+13.1% |
| Admin fee / account holder | $118 | $219-46.1% | $10,961-98.9% | $433-72.7% |