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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,129 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,232 | $83,884+111.3% | $64,110+176.4% | $74,478+138.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 16.90% | 16.57%+0.3pp | 33.75%-16.8pp | 34.37%-17.5pp |
| Employer contribution / active EE | $7,572 | $3,084+145.6% | $2,751+175.3% | $2,637+187.2% |
| Participant deferral / active EE | $5,363 | $3,692+45.3% | $3,883+38.1% | $4,530+18.4% |
| Admin fee / account holder | $33 | $196-83.2% | $3,071-98.9% | $347-90.5% |