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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) | $28,204 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,101 | $79,151+51.7% | $60,919+97.1% | $64,824+85.3% |
| Participation rate | 94.7% | 77.7%+17.0pp | 73.1%+21.6pp | 71.5%+23.2pp |
| Annual return | -16.06% | -7.12%-8.9pp | 16.96%-33.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $2,650 | $3,052-13.2% | $2,704-2.0% | $2,507+5.7% |
| Participant deferral / active EE | $6,715 | $3,727+80.2% | $3,814+76.0% | $4,311+55.8% |
| Admin fee / account holder | $87 | $106-17.3% | $3,228-97.3% | $188-53.5% |