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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $86,280 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,799 | $55,457+135.9% | $76,119+71.8% | $77,736+68.3% |
| Participation rate | 98.3% | 63.6%+34.7pp | 69.1%+29.2pp | 70.6%+27.7pp |
| Annual return | 12.59% | 17.09%-4.5pp | 361.25%-348.7pp | 31.26%-18.7pp |
| Employer contribution / active EE | $6,997 | $1,792+290.4% | $2,693+159.9% | $2,728+156.5% |
| Participant deferral / active EE | $7,798 | $3,454+125.7% | $4,259+83.1% | $4,651+67.7% |
| Admin fee / account holder | $125 | $411-69.6% | $6,421-98.1% | $433-71.2% |