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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,624 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,320 | $81,948-22.7% | $90,756-30.2% | $64,814-2.3% |
| Participation rate | 90.5% | 80.5%+10.1pp | 75.7%+14.8pp | 71.5%+19.1pp |
| Annual return | -15.28% | -12.53%-2.8pp | -12.16%-3.1pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,970 | $3,067-3.2% | $2,922+1.7% | $2,507+18.5% |
| Participant deferral / active EE | $4,162 | $4,844-14.1% | $4,565-8.8% | $4,310-3.4% |
| Admin fee / account holder | $98 | $157-37.7% | $8,445-98.8% | $188-47.9% |