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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $95,360 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,041 |
TIAA3 years Service code 19 · EIN 13-1624203 | Securities Custodian | $38,604 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,134 | $91,937+29.6% | $59,899+98.9% | $68,904+72.9% |
| Participation rate | 87.8% | 74.4%+13.3pp | 74.7%+13.1pp | 74.1%+13.7pp |
| Annual return | -3.43% | -3.10%-0.3pp | 3.46%-6.9pp | 1.07%-4.5pp |
| Employer contribution / active EE | $4,941 | $4,347+13.7% | $2,723+81.5% | $2,540+94.5% |
| Participant deferral / active EE | $4,238 | $3,817+11.0% | $3,403+24.5% | $4,015+5.5% |
| Admin fee / account holder | $18 | $27-31.4% | $3,592-99.5% | $71-74.3% |