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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $78,417 |
TIAA5+ years Filed as: TIAA-CREF Service code 21 · EIN 13-1624203 | Bank Trustee | $49,356 |
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 | $163,843 | $95,542+71.5% | $69,480+135.8% | $67,584+142.4% |
| Participation rate | 98.7% | 79.4%+19.3pp | 74.6%+24.1pp | 71.3%+27.4pp |
| Annual return | 16.85% | 17.67%-0.8pp | 28.99%-12.1pp | 378.59%-361.7pp |
| Employer contribution / active EE | $5,965 | $2,989+99.6% | $2,780+114.6% | $2,148+177.7% |
| Participant deferral / active EE | $5,041 | $3,263+54.5% | $3,537+42.5% | $3,540+42.4% |
| Admin fee / account holder | $56 | $90-37.3% | $3,840-98.5% | $142-60.4% |