| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,306 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,458 | $46,339+90.9% | $143,801-38.5% | $64,829+36.4% |
| Participation rate | 97.7% | 64.3%+33.4pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -16.38% | -10.05%-6.3pp | -0.04%-16.3pp | 32.85%-49.2pp |
| Employer contribution / active EE | $5,347 | $1,911+179.8% | $4,952+8.0% | $2,507+113.3% |
| Participant deferral / active EE | $1,530 | $2,648-42.2% | $5,639-72.9% | $4,312-64.5% |
| Admin fee / account holder | $25 | $154-83.4% | $14,680-99.8% | $188-86.4% |