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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,326 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,178 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,067 | $77,523+129.7% | $100,383+77.4% | $80,874+120.2% |
| Participation rate | 94.9% | 77.0%+18.0pp | 81.5%+13.4pp | 67.6%+27.3pp |
| Annual return | 15.09% | 37.21%-22.1pp | 49.26%-34.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,154 | $2,801-23.1% | $3,944-45.4% | $2,756-21.8% |
| Participant deferral / active EE | $15,297 | $6,822+124.2% | $8,086+89.2% | $4,297+256.0% |
| Admin fee / account holder | $158 | $5,899-97.3% | $7,900-98.0% | $6,935-97.7% |