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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,570 |
APRIO LLP1 year Service code 29 · EIN 57-1157523 | Legal | $29,970 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,698 | $122,128-2.0% | $147,117-18.6% | $200,096-40.2% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.2%+16.7pp | 72.0%+26.9pp |
| Annual return | 14.57% | 30.58%-16.0pp | 420.54%-406.0pp | 34.26%-19.7pp |
| Employer contribution / active EE | $3,984 | $4,093-2.6% | $4,932-19.2% | $3,038+31.2% |
| Participant deferral / active EE | $11,232 | $8,484+32.4% | $8,065+39.3% | $5,090+120.7% |
| Admin fee / account holder | $34 | $180-81.0% | $12,993-99.7% | $269-87.4% |