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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,660 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $14,501 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,530 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $6,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,553 | $45,109+280.3% | $85,240+101.3% | $77,762+120.6% |
| Participation rate | 91.8% | 48.7%+43.2pp | 67.5%+24.3pp | 70.6%+21.2pp |
| Annual return | 12.87% | 79.55%-66.7pp | 66.75%-53.9pp | 31.27%-18.4pp |
| Employer contribution / active EE | $2,962 | $1,602+84.9% | $2,735+8.3% | $2,728+8.6% |
| Participant deferral / active EE | $4,590 | $2,814+63.1% | $4,527+1.4% | $4,651-1.3% |
| Admin fee / account holder | $268 | $915-70.7% | $6,165-95.7% | $433-38.2% |