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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) | $30,362 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,829 | $93,351+84.1% | $62,929+173.1% | $79,634+115.8% |
| Participation rate | 94.2% | 74.6%+19.6pp | 73.1%+21.1pp | 62.5%+31.7pp |
| Annual return | 17.84% | 14.37%+3.5pp | 1063.93%-1046.1pp | 36.46%-18.6pp |
| Employer contribution / active EE | $3,914 | $3,135+24.9% | $2,505+56.3% | $2,529+54.8% |
| Participant deferral / active EE | $8,083 | $3,921+106.1% | $3,888+107.9% | $3,835+110.8% |
| Admin fee / account holder | $87 | $229-62.2% | $5,065-98.3% | $1,002-91.4% |