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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,325 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,451 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,227 | $131,162+241.7% | $97,411+360.1% | $64,097+599.3% |
| Participation rate | 94.5% | 73.9%+20.6pp | 80.4%+14.1pp | 55.2%+39.3pp |
| Annual return | 15.77% | 37.93%-22.2pp | 34.72%-18.9pp | 34.64%-18.9pp |
| Employer contribution / active EE | $9,688 | $4,563+112.3% | $4,210+130.1% | $1,891+412.2% |
| Participant deferral / active EE | $13,011 | $6,687+94.6% | $5,886+121.1% | $3,080+322.4% |
| Admin fee / account holder | $128 | $2,928-95.6% | $7,145-98.2% | $3,454-96.3% |