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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $30,791 |
THE VANGUARD GROUP, INC.4+ years Service code 60 | Sub-TA 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 | $202,525 | $75,388+168.6% | $123,553+63.9% | $55,727+263.4% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.3%+17.0pp | 70.9%+28.4pp |
| Annual return | -3.47% | 4.48%-8.0pp | 119.21%-122.7pp | 244.94%-248.4pp |
| Employer contribution / active EE | $3,867 | $3,063+26.2% | $4,628-16.5% | $2,078+86.0% |
| Participant deferral / active EE | $8,412 | $5,651+48.9% | $6,426+30.9% | $3,356+150.7% |
| Admin fee / account holder | $78 | $120-34.6% | $9,284-99.2% | $115-32.0% |