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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $15,067 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,208 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,513 | $66,459+96.4% | $81,286+60.6% | $77,714+67.9% |
| Participation rate | 99.7% | 68.7%+31.0pp | 69.5%+30.1pp | 70.6%+29.1pp |
| Annual return | 22.81% | 15.95%+6.9pp | 24.80%-2.0pp | 31.26%-8.4pp |
| Employer contribution / active EE | $7,467 | $2,156+246.3% | $2,463+203.2% | $2,727+173.8% |
| Participant deferral / active EE | $14,449 | $3,674+293.2% | $3,883+272.1% | $4,649+210.8% |
| Admin fee / account holder | $71 | $585-87.9% | $5,764-98.8% | $433-83.6% |