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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,788 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,584 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,668 | $48,432+178.1% | $121,210+11.1% | $71,529+88.3% |
| Participation rate | 97.6% | 54.3%+43.3pp | 69.5%+28.0pp | 67.9%+29.6pp |
| Annual return | 17.80% | 23.28%-5.5pp | 987.41%-969.6pp | 28.97%-11.2pp |
| Employer contribution / active EE | $7,309 | $1,493+389.5% | $4,171+75.2% | $2,590+182.2% |
| Participant deferral / active EE | $9,350 | $2,756+239.2% | $4,084+129.0% | $4,291+117.9% |
| Admin fee / account holder | $58 | $1,845-96.9% | $5,647-99.0% | $1,588-96.4% |