| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,190 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,597 | $56,551+95.6% | $185,854-40.5% | $86,828+27.4% |
| Participation rate | 97.8% | 65.5%+32.3pp | 81.7%+16.1pp | 72.3%+25.5pp |
| Annual return | 14.79% | 118.23%-103.4pp | 122.12%-107.3pp | 97.95%-83.2pp |
| Employer contribution / active EE | $5,839 | $1,845+216.5% | $5,169+13.0% | $2,406+142.6% |
| Participant deferral / active EE | $1,475 | $2,556-42.3% | $5,569-73.5% | $4,132-64.3% |
| Admin fee / account holder | $51 | $150-65.6% | $16,246-99.7% | $170-69.7% |