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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,172 |
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 | $21,769 | $65,322-66.7% | $70,492-69.1% | $73,501-70.4% |
| Participation rate | 98.7% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.0pp |
| Annual return | 13.70% | 15.71%-2.0pp | 109.16%-95.5pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,693 | $2,460+9.5% | $2,738-1.6% | $2,270+18.6% |
| Participant deferral / active EE | $330 | $3,375-90.2% | $3,711-91.1% | $3,740-91.2% |
| Admin fee / account holder | $76 | $214-64.4% | $3,848-98.0% | $513-85.2% |