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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $27,835 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,123 | $136,307+102.6% | $177,848+55.3% | $73,497+275.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.7pp |
| Annual return | 15.78% | 18.68%-2.9pp | 48.33%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $9,183 | $3,712+147.4% | $5,919+55.1% | $2,270+304.5% |
| Participant deferral / active EE | $14,670 | $5,829+151.7% | $7,714+90.2% | $3,740+292.3% |
| Admin fee / account holder | $113 | $596-81.0% | $12,431-99.1% | $513-77.9% |