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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,935 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,809 | $69,823+53.0% | $76,872+38.9% | $74,460+43.4% |
| Participation rate | 96.8% | 70.0%+26.8pp | 69.6%+27.2pp | 70.7%+26.0pp |
| Annual return | 16.54% | 19.99%-3.4pp | 37.90%-21.4pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,606 | $2,148+67.9% | $2,533+42.4% | $2,638+36.7% |
| Participant deferral / active EE | $6,289 | $3,558+76.8% | $3,832+64.1% | $4,530+38.8% |
| Admin fee / account holder | $61 | $398-84.8% | $5,476-98.9% | $348-82.6% |