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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,190 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,045 | $84,784+34.5% | $98,461+15.8% | $74,460+53.2% |
| Participation rate | 95.3% | 81.5%+13.7pp | 75.2%+20.1pp | 70.7%+24.5pp |
| Annual return | 16.29% | 20.59%-4.3pp | 21.17%-4.9pp | 34.38%-18.1pp |
| Employer contribution / active EE | $4,331 | $3,364+28.7% | $3,049+42.0% | $2,638+64.2% |
| Participant deferral / active EE | $8,530 | $5,218+63.5% | $4,738+80.0% | $4,530+88.3% |
| Admin fee / account holder | $136 | $204-33.4% | $8,961-98.5% | $348-60.8% |