| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,892 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,410 |
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 | $114,214 | $40,278+183.6% | $80,669+41.6% | $80,187+42.4% |
| Participation rate | 99.0% | 47.5%+51.5pp | 67.0%+32.0pp | 72.9%+26.1pp |
| Annual return | 15.46% | 50.86%-35.4pp | 937.61%-922.1pp | 40.40%-24.9pp |
| Employer contribution / active EE | $9,090 | $1,332+582.2% | $2,724+233.7% | $2,980+205.1% |
| Participant deferral / active EE | $8,758 | $2,696+224.9% | $4,444+97.1% | $5,016+74.6% |
| Admin fee / account holder | $96 | $210-54.5% | $5,384-98.2% | $145-33.9% |