| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $362,036 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTING INC Service code 16 · EIN 36-3109431 | Consulting | $138,889 |
Service code 10 · EIN 63-1262841 | Accounting | $23,000 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,452 | $88,874+72.7% | $123,553+24.2% | $75,289+103.8% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.3%+14.4pp | 72.4%+24.3pp |
| Annual return | 12.85% | 4.22%+8.6pp | 119.21%-106.4pp | -0.04%+12.9pp |
| Employer contribution / active EE | $5,606 | $3,256+72.2% | $4,628+21.1% | $2,405+133.1% |
| Participant deferral / active EE | $8,928 | $6,174+44.6% | $6,426+38.9% | $3,739+138.8% |
| Admin fee / account holder | $89 | $95-6.1% | $9,284-99.0% | $102-13.3% |