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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,369 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,983 | $82,188+184.7% | $125,401+86.6% | $64,829+260.9% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -14.46% | 3.50%-18.0pp | 572.53%-587.0pp | 32.85%-47.3pp |
| Employer contribution / active EE | $11,638 | $3,617+221.7% | $4,816+141.7% | $2,507+364.2% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $125 | $163-23.6% | $10,008-98.8% | $188-33.6% |