| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,371,861 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $205,927 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $9,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,919 | $83,057+4.7% | $143,801-39.6% | $89,433-2.8% |
| Participation rate | 98.1% | 74.0%+24.0pp | 80.3%+17.7pp | 71.3%+26.8pp |
| Annual return | -15.87% | -13.97%-1.9pp | -0.04%-15.8pp | -11.88%-4.0pp |
| Employer contribution / active EE | $5,517 | $2,095+163.3% | $4,952+11.4% | $3,021+82.6% |
| Participant deferral / active EE | $1,958 | $4,281-54.2% | $5,639-65.3% | $5,125-61.8% |
| Admin fee / account holder | $31 | $83-63.2% | $14,680-99.8% | $79-61.6% |