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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $416,737 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $84,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,271 | $167,950+38.9% | $112,504+107.3% | $80,187+190.9% |
| Participation rate | 91.7% | 94.5%-2.8pp | 80.6%+11.2pp | 72.9%+18.8pp |
| Annual return | 13.67% | 18.78%-5.1pp | 34.13%-20.5pp | 40.40%-26.7pp |
| Employer contribution / active EE | $5,754 | $6,272-8.3% | $4,571+25.9% | $2,980+93.1% |
| Participant deferral / active EE | $12,161 | $9,857+23.4% | $6,522+86.5% | $5,016+142.4% |
| Admin fee / account holder | $218 | $104+109.9% | $7,048-96.9% | $145+50.0% |