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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,751 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,165 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,386 | $56,540-21.5% | $185,851-76.1% | $86,821-48.9% |
| Participation rate | 87.6% | 65.5%+22.1pp | 81.7%+5.9pp | 72.3%+15.3pp |
| Annual return | 15.60% | 118.20%-102.6pp | 122.11%-106.5pp | 97.94%-82.3pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $24 | $150-83.7% | $16,245-99.8% | $170-85.6% |