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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,641 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,210 | $106,164+36.8% | $147,041-1.2% | $77,692+86.9% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 20.03% | 56.81%-36.8pp | 419.21%-399.2pp | 31.25%-11.2pp |
| Employer contribution / active EE | $4,212 | $4,066+3.6% | $4,935-14.7% | $2,726+54.5% |
| Participant deferral / active EE | $6,857 | $7,993-14.2% | $8,071-15.0% | $4,648+47.5% |
| Admin fee / account holder | $100 | $338-70.4% | $13,006-99.2% | $431-76.8% |