| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,988 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,147 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,723 | $47,173+117.8% | $149,740-31.4% | $74,478+37.9% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.7pp |
| Annual return | 18.40% | 22.75%-4.4pp | 134.51%-116.1pp | 34.37%-16.0pp |
| Employer contribution / active EE | $6,324 | $1,903+232.3% | $4,821+31.2% | $2,637+139.8% |
| Participant deferral / active EE | $1,634 | $2,730-40.2% | $5,683-71.3% | $4,530-63.9% |
| Admin fee / account holder | $26 | $343-92.5% | $13,222-99.8% | $347-92.6% |