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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,489 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,835 |
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 | $166,483 | $81,948+103.2% | $90,767+83.4% | $64,829+156.8% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -35.43% | -12.53%-22.9pp | -12.16%-23.3pp | 32.85%-68.3pp |
| Employer contribution / active EE | $6,299 | $3,067+105.4% | $2,922+115.6% | $2,507+151.2% |
| Participant deferral / active EE | $8,925 | $4,844+84.3% | $4,565+95.5% | $4,312+107.0% |
| Admin fee / account holder | $174 | $157+11.1% | $8,445-97.9% | $188-7.1% |