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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $406,437 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $84,673 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,079 | $153,281+41.0% | $93,765+130.4% | $77,906+177.4% |
| Participation rate | 91.0% | 92.2%-1.2pp | 81.0%+10.0pp | 73.7%+17.3pp |
| Annual return | -11.91% | -5.55%-6.4pp | -11.32%-0.6pp | 12.16%-24.1pp |
| Employer contribution / active EE | $5,543 | $5,690-2.6% | $4,327+28.1% | $2,846+94.7% |
| Participant deferral / active EE | $11,737 | $9,364+25.3% | $6,099+92.4% | $4,805+144.2% |
| Admin fee / account holder | $215 | $114+88.4% | $7,184-97.0% | $133+62.1% |