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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,843 | $113,568+57.5% | $67,560+164.7% | $200,096-10.6% |
| Participation rate | 82.5% | 73.3%+9.2pp | 72.9%+9.6pp | 72.0%+10.5pp |
| Annual return | 15.23% | 15.88%-0.7pp | 3533.50%-3518.3pp | 34.26%-19.0pp |
| Employer contribution / active EE | $4,174 | $3,409+22.4% | $2,737+52.5% | $3,038+37.4% |
| Participant deferral / active EE | $2,901 | $4,163-30.3% | $4,004-27.5% | $5,090-43.0% |
| Admin fee / account holder | $76 | $102-25.6% | $3,994-98.1% | $269-71.7% |