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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,587 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,855 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $11,411 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $10,725 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,072 | $82,188+31.5% | $125,401-13.8% | $64,829+66.7% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -14.88% | 3.50%-18.4pp | 572.53%-587.4pp | 32.85%-47.7pp |
| Employer contribution / active EE | $3,900 | $3,617+7.8% | $4,816-19.0% | $2,507+55.6% |
| Participant deferral / active EE | $6,524 | $7,177-9.1% | $7,448-12.4% | $4,312+51.3% |
| Admin fee / account holder | $169 | $163+3.7% | $10,008-98.3% | $188-9.9% |