| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,573 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,822 |
Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,411 | $50,919+134.5% | $155,556-23.2% | $77,762+53.6% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 14.00% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.3pp |
| Employer contribution / active EE | $6,575 | $1,991+230.1% | $4,675+40.6% | $2,728+141.0% |
| Participant deferral / active EE | $1,766 | $2,824-37.5% | $5,631-68.6% | $4,651-62.0% |
| Admin fee / account holder | $35 | $437-91.9% | $15,885-99.8% | $433-91.8% |