| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $46,631 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,100 |
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 | $102,204 | $120,450-15.1% | $159,495-35.9% | $93,010+9.9% |
| Participation rate | 97.2% | 78.0%+19.2pp | 82.8%+14.3pp | 73.9%+23.3pp |
| Annual return | 14.58% | 27.11%-12.5pp | 263.72%-249.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $3,384 | $3,526-4.0% | $4,831-30.0% | $2,705+25.1% |
| Participant deferral / active EE | $5,460 | $7,283-25.0% | $7,354-25.7% | $4,561+19.7% |
| Admin fee / account holder | $24 | $137-82.8% | $10,804-99.8% | $152-84.5% |