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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,495 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,396 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,078 | $129,021-48.0% | $184,203-63.6% | $77,643-13.6% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.8%+6.5pp | 70.6%+22.7pp |
| Annual return | 16.46% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $586 | $4,413-86.7% | $6,427-90.9% | $2,726-78.5% |
| Participant deferral / active EE | $6,092 | $7,297-16.5% | $9,131-33.3% | $4,647+31.1% |
| Admin fee / account holder | $160 | $254-37.1% | $13,901-98.9% | $430-62.9% |