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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $75,989 |
TIAA6+ years Filed as: TIAA-CREF Service code 21 · EIN 13-1624203 | Bank Trustee | $64,915 |
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 | $177,577 | $84,948+109.0% | $70,492+151.9% | $73,415+141.9% |
| Participation rate | 98.3% | 79.9%+18.3pp | 75.1%+23.2pp | 72.2%+26.1pp |
| Annual return | 13.43% | 13.39%0pp | 109.16%-95.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $3,490 | $2,834+23.2% | $2,738+27.5% | $2,234+56.3% |
| Participant deferral / active EE | $5,418 | $3,387+60.0% | $3,711+46.0% | $3,806+42.4% |
| Admin fee / account holder | $62 | $98-37.1% | $3,848-98.4% | $158-60.9% |