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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 | $92,186+31.2% | $105,624+14.5% | $77,762+55.5% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 12.29% | 17.83%-5.5pp | 116.20%-103.9pp | 31.27%-19.0pp |
| Employer contribution / active EE | $4,330 | $3,376+28.3% | $3,168+36.7% | $2,728+58.7% |
| Participant deferral / active EE | $8,830 | $5,395+63.7% | $5,013+76.2% | $4,651+89.9% |
| Admin fee / account holder | $182 | $219-17.1% | $10,961-98.3% | $433-58.1% |