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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 | $106,247+57.9% | $147,096+14.1% | $77,714+115.9% |
| Participation rate | 99.7% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 18.61% | 56.87%-38.3pp | 419.75%-401.1pp | 31.26%-12.6pp |
| Employer contribution / active EE | $6,349 | $4,069+56.0% | $4,936+28.6% | $2,727+132.8% |
| Participant deferral / active EE | $21,375 | $7,996+167.3% | $8,071+164.8% | $4,649+359.7% |
| Admin fee / account holder | $215 | $338-36.4% | $13,005-98.3% | $433-50.3% |