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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,903 | $46,332+232.2% | $143,797+7.0% | $64,824+137.4% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.2pp |
| Annual return | -16.37% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $5,149 | $1,911+169.4% | $4,952+4.0% | $2,507+105.4% |
| Participant deferral / active EE | $4,348 | $2,647+64.2% | $5,638-22.9% | $4,311+0.9% |
| Admin fee / account holder | $28 | $154-81.8% | $14,679-99.8% | $188-85.1% |