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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,175 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,205 | $56,503+77.3% | $69,890+43.4% | $64,824+54.6% |
| Participation rate | 96.0% | 70.5%+25.6pp | 70.5%+25.6pp | 71.5%+24.6pp |
| Annual return | -12.92% | -13.44%+0.5pp | 190.84%-203.8pp | 32.84%-45.8pp |
| Employer contribution / active EE | $3,341 | $2,046+63.3% | $2,560+30.5% | $2,507+33.3% |
| Participant deferral / active EE | $5,946 | $3,389+75.5% | $3,848+54.5% | $4,311+37.9% |
| Admin fee / account holder | $57 | $160-64.6% | $6,267-99.1% | $188-69.8% |