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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,985 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,728 |
Service code 16 · EIN 80-0833114 | Consulting | $45,000 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $23,652 |
Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,803 | $106,264+57.9% | $147,117+14.1% | $77,762+115.8% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 18.61% | 56.94%-38.3pp | 420.54%-401.9pp | 31.27%-12.7pp |
| Employer contribution / active EE | $6,349 | $4,074+55.8% | $4,932+28.7% | $2,728+132.7% |
| Participant deferral / active EE | $21,375 | $8,003+167.1% | $8,065+165.0% | $4,651+359.6% |
| Admin fee / account holder | $215 | $334-35.6% | $12,993-98.3% | $433-50.3% |