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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) | $91,397 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,395 | $92,186+121.7% | $105,624+93.5% | $77,762+162.8% |
| Participation rate | 96.3% | 81.0%+15.3pp | 75.3%+21.0pp | 70.6%+25.7pp |
| Annual return | 13.38% | 17.83%-4.4pp | 116.20%-102.8pp | 31.27%-17.9pp |
| Employer contribution / active EE | $8,575 | $3,376+154.0% | $3,168+170.7% | $2,728+214.3% |
| Participant deferral / active EE | $10,002 | $5,395+85.4% | $5,013+99.5% | $4,651+115.1% |
| Admin fee / account holder | $92 | $219-57.9% | $10,961-99.2% | $433-78.7% |