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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,535 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,524 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,341 | $95,438-20.0% | $135,982-43.9% | $74,473+2.5% |
| Participation rate | 96.7% | 78.2%+18.5pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 18.43% | 32.61%-14.2pp | 68.32%-49.9pp | 34.36%-15.9pp |
| Employer contribution / active EE | $3,114 | $3,878-19.7% | $4,859-35.9% | $2,638+18.0% |
| Participant deferral / active EE | $3,742 | $7,790-52.0% | $7,760-51.8% | $4,530-17.4% |
| Admin fee / account holder | $142 | $259-45.3% | $10,767-98.7% | $347-59.2% |