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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,928 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,423 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $130,052-69.7% | $86,698-54.6% | $77,906-49.5% |
| Participation rate | 95.7% | 85.9%+9.7pp | 76.6%+19.1pp | 73.7%+22.0pp |
| Annual return | -0.36% | -12.73%+12.4pp | 35.96%-36.3pp | 12.16%-12.5pp |
| Employer contribution / active EE | $1,696 | $3,214-47.2% | $2,837-40.2% | $2,846-40.4% |
| Participant deferral / active EE | $4,390 | $5,741-23.5% | $4,656-5.7% | $4,805-8.6% |
| Admin fee / account holder | $92 | $132-30.2% | $7,492-98.8% | $133-30.6% |