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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $32,196 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,560 | $73,102+115.5% | $123,553+27.5% | $56,289+179.9% |
| Participation rate | 99.6% | 74.3%+25.2pp | 82.3%+17.3pp | 69.9%+29.7pp |
| Annual return | -3.24% | 3.01%-6.3pp | 119.21%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,124 | $2,977+38.5% | $4,628-10.9% | $2,111+95.3% |
| Participant deferral / active EE | $7,781 | $5,423+43.5% | $6,426+21.1% | $3,350+132.3% |
| Admin fee / account holder | $116 | $554-79.0% | $9,284-98.7% | $521-77.7% |