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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $316,419 |
AMERICAN FUNDS1+ years Filed as: HM CAPITAL MANAGEMENT LLC Service code 16 · EIN 20-3287389 | Consulting | $85,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,904 | $88,730+97.1% | $82,312+112.5% | $77,958+124.4% |
| Participation rate | 93.5% | 84.5%+9.0pp | 76.9%+16.6pp | 71.6%+21.9pp |
| Annual return | 364.48% | 20.88%+343.6pp | 25.88%+338.6pp | 20.87%+343.6pp |
| Employer contribution / active EE | $5,737 | $2,758+108.0% | $2,428+136.2% | $2,310+148.3% |
| Participant deferral / active EE | $8,626 | $4,634+86.1% | $3,706+132.7% | $3,537+143.9% |
| Admin fee / account holder | $155 | $74+109.4% | $5,608-97.2% | $97+59.1% |