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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,625 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,884 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,729 | $45,602+151.6% | $117,529-2.4% | $66,949+71.4% |
| Participation rate | 98.1% | 57.6%+40.4pp | 70.6%+27.5pp | 69.8%+28.2pp |
| Annual return | -13.46% | -16.74%+3.3pp | 29.77%-43.2pp | 1.57%-15.0pp |
| Employer contribution / active EE | $7,269 | $1,579+360.4% | $4,179+73.9% | $2,545+185.6% |
| Participant deferral / active EE | $9,241 | $2,845+224.8% | $4,072+126.9% | $4,239+118.0% |
| Admin fee / account holder | $51 | $661-92.3% | $5,645-99.1% | $594-91.5% |