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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,053 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,058 | $95,417+22.7% | $135,974-13.9% | $74,460+57.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 18.21% | 32.76%-14.5pp | 68.30%-50.1pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,777 | $3,878+23.2% | $4,859-1.7% | $2,638+81.1% |
| Participant deferral / active EE | $6,735 | $7,789-13.5% | $7,760-13.2% | $4,530+48.7% |
| Admin fee / account holder | $176 | $266-33.9% | $10,767-98.4% | $348-49.4% |