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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,997 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,466 | $91,692+63.0% | $67,561+121.2% | $77,714+92.3% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 13.01% | 14.88%-1.9pp | 3525.44%-3512.4pp | 31.26%-18.2pp |
| Employer contribution / active EE | $3,896 | $3,188+22.2% | $2,735+42.5% | $2,727+42.9% |
| Participant deferral / active EE | $7,834 | $3,912+100.3% | $4,003+95.7% | $4,649+68.5% |
| Admin fee / account holder | $95 | $245-61.3% | $4,006-97.6% | $433-78.2% |