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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $66,358 |
TIAA2+ years Filed as: TIAA-CREF Service code 21 · EIN 13-1624203 | Bank Trustee | $48,422 |
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 | $139,949 | $85,199+64.3% | $57,196+144.7% | $63,975+118.8% |
| Participation rate | 88.5% | 74.0%+14.4pp | 75.3%+13.1pp | 71.1%+17.3pp |
| Annual return | 7.48% | 10.43%-3.0pp | 14.59%-7.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $4,812 | $3,446+39.6% | $2,683+79.4% | $2,182+120.6% |
| Participant deferral / active EE | $4,055 | $3,109+30.5% | $3,096+31.0% | $3,356+20.8% |
| Admin fee / account holder | $51 | $39+32.9% | $3,141-98.4% | $70-27.1% |