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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 | $79,151+101.1% | $60,919+161.3% | $64,829+145.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.52% | -7.12%-5.4pp | 16.98%-29.5pp | 32.85%-45.4pp |
| Employer contribution / active EE | $7,280 | $3,052+138.5% | $2,704+169.3% | $2,507+190.4% |
| Participant deferral / active EE | $5,159 | $3,727+38.4% | $3,814+35.3% | $4,312+19.7% |
| Admin fee / account holder | $33 | $106-68.8% | $3,226-99.0% | $188-82.4% |