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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,889 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 64 | Recordkeeping 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 | $142,226 | $69,305+105.2% | $82,312+72.8% | $69,634+104.2% |
| Participation rate | 99.5% | 80.3%+19.3pp | 76.9%+22.6pp | 70.7%+28.9pp |
| Annual return | 16.70% | 21.47%-4.8pp | 25.88%-9.2pp | 27572.26%-27555.6pp |
| Employer contribution / active EE | $5,605 | $1,887+197.1% | $2,428+130.8% | $2,032+175.8% |
| Participant deferral / active EE | $6,437 | $3,568+80.4% | $3,706+73.7% | $3,224+99.7% |
| Admin fee / account holder | $104 | $97+6.6% | $5,608-98.2% | $110-6.2% |