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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,740 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,519 | $52,507+201.9% | $129,406+22.5% | $74,478+112.8% |
| Participation rate | 98.1% | 53.9%+44.2pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 15.90% | 15.64%+0.3pp | 9468.18%-9452.3pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $7,706 | $1,534+402.3% | $4,155+85.5% | $2,626+193.4% |
| Participant deferral / active EE | $10,021 | $2,801+257.8% | $4,167+140.5% | $4,350+130.4% |
| Admin fee / account holder | $63 | $2,639-97.6% | $7,689-99.2% | $1,946-96.8% |