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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 | $11,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,329 | $57,976-77.0% | $63,018-78.8% | $62,293-78.6% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 18.98% | 17.54%+1.4pp | 87.63%-68.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,254 | $2,415+34.7% | $2,761+17.9% | $2,042+59.3% |
| Participant deferral / active EE | $301 | $2,956-89.8% | $3,330-91.0% | $3,169-90.5% |
| Admin fee / account holder | $67 | $276-75.7% | $3,601-98.1% | $479-86.0% |