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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $19,019 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,345 |
THE VANGUARD GROUP, INC.1+ years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,578 | $67,166+36.3% | $57,356+59.7% | $55,191+65.9% |
| Participation rate | 93.9% | 77.7%+16.2pp | 75.1%+18.8pp | 69.2%+24.8pp |
| Annual return | -0.40% | 4.22%-4.6pp | 24.41%-24.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,955 | $2,812-30.5% | $2,689-27.3% | $1,899+3.0% |
| Participant deferral / active EE | $4,252 | $2,835+50.0% | $3,162+34.5% | $3,046+39.6% |
| Admin fee / account holder | $78 | $44+78.8% | $3,357-97.7% | $91-14.2% |