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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,165 | $79,124+101.2% | $60,899+161.4% | $64,814+145.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.52% | -7.13%-5.4pp | 16.92%-29.4pp | 32.84%-45.4pp |
| Employer contribution / active EE | $7,280 | $3,050+138.7% | $2,702+169.4% | $2,507+190.4% |
| Participant deferral / active EE | $5,159 | $3,725+38.5% | $3,817+35.2% | $4,310+19.7% |
| Admin fee / account holder | $33 | $106-68.7% | $3,225-99.0% | $188-82.4% |