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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,632 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,929 | $92,090+31.3% | $106,201+13.9% | $77,671+55.7% |
| Participation rate | 95.5% | 81.0%+14.5pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 12.29% | 17.89%-5.6pp | 116.26%-104.0pp | 31.21%-18.9pp |
| Employer contribution / active EE | $4,330 | $3,368+28.6% | $3,170+36.6% | $2,726+58.8% |
| Participant deferral / active EE | $8,830 | $5,386+63.9% | $5,012+76.2% | $4,648+90.0% |
| Admin fee / account holder | $182 | $219-17.1% | $11,039-98.4% | $430-57.8% |