| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $84,765 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,395 | $107,415+10.2% | $135,998-12.9% | $80,187+47.6% |
| Participation rate | 97.8% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 72.82% | 91.99%-19.2pp | 68.37%+4.5pp | 40.40%+32.4pp |
| Employer contribution / active EE | $6,282 | $3,878+62.0% | $4,860+29.3% | $2,980+110.8% |
| Participant deferral / active EE | $7,370 | $8,189-10.0% | $7,761-5.0% | $5,016+46.9% |
| Admin fee / account holder | $40 | $127-68.5% | $10,769-99.6% | $145-72.4% |