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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,717 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $19,061 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,787 | $54,558+161.7% | $76,002+87.9% | $74,546+91.5% |
| Participation rate | 90.8% | 60.3%+30.5pp | 69.1%+21.7pp | 67.2%+23.6pp |
| Annual return | 10.57% | 31.83%-21.3pp | 360.07%-349.5pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $2,737 | $1,778+54.0% | $2,688+1.8% | $2,624+4.3% |
| Participant deferral / active EE | $6,608 | $3,065+115.6% | $4,257+55.2% | $4,347+52.0% |
| Admin fee / account holder | $195 | $2,232-91.3% | $6,414-97.0% | $1,944-90.0% |