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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 | $77,472+129.8% | $100,392+77.4% | $80,935+120.0% |
| Participation rate | 94.9% | 76.9%+18.0pp | 81.5%+13.4pp | 67.7%+27.3pp |
| Annual return | 15.09% | 37.26%-22.2pp | 49.45%-34.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,154 | $2,800-23.1% | $3,941-45.4% | $2,757-21.9% |
| Participant deferral / active EE | $15,297 | $6,818+124.4% | $8,090+89.1% | $4,299+255.8% |
| Admin fee / account holder | $158 | $5,885-97.3% | $7,904-98.0% | $6,924-97.7% |