| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,948 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $95,032 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,340 | $37,418+170.8% | $77,113+31.4% | $77,906+30.1% |
| Participation rate | 98.9% | 46.9%+52.0pp | 67.9%+31.0pp | 73.7%+25.2pp |
| Annual return | -17.71% | -7.13%-10.6pp | 42.37%-60.1pp | 12.16%-29.9pp |
| Employer contribution / active EE | $8,518 | $1,200+609.9% | $2,815+202.6% | $2,846+199.3% |
| Participant deferral / active EE | $8,373 | $2,572+225.5% | $4,430+89.0% | $4,805+74.2% |
| Admin fee / account holder | $164 | $126+30.2% | $5,445-97.0% | $133+23.8% |