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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,149 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,106 | $34,634+333.4% | $77,100+94.7% | $64,824+131.6% |
| Participation rate | 97.1% | 49.8%+47.2pp | 67.9%+29.2pp | 71.5%+25.6pp |
| Annual return | -19.29% | -5.31%-14.0pp | 42.35%-61.6pp | 32.84%-52.1pp |
| Employer contribution / active EE | $5,511 | $1,385+297.9% | $2,815+95.8% | $2,507+119.8% |
| Participant deferral / active EE | $5,483 | $2,553+114.7% | $4,430+23.8% | $4,311+27.2% |
| Admin fee / account holder | $200 | $178+12.1% | $5,443-96.3% | $188+6.4% |