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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $196,688 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $136,200 |
Annual investment return 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 | $144,706 | $164,864-12.2% | $453,369-68.1% | $93,030+55.5% |
| Participation rate | 97.9% | 84.2%+13.7pp | 78.0%+19.9pp | 73.9%+24.0pp |
| Annual return | 12.91% | 17.89%-5.0pp | 64.40%-51.5pp | 158.70%-145.8pp |
| Employer contribution / active EE | $3,793 | $3,519+7.8% | $4,070-6.8% | $2,706+40.2% |
| Participant deferral / active EE | $8,430 | $5,690+48.2% | $6,209+35.8% | $4,562+84.8% |
| Admin fee / account holder | $119 | $104+14.1% | $11,209-98.9% | $152-21.6% |