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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,214 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,344 | $74,706-63.4% | $75,728-63.9% | $79,395-65.6% |
| Participation rate | 97.9% | 75.3%+22.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 12.38% | 18.52%-6.1pp | 104.66%-92.3pp | 116.90%-104.5pp |
| Employer contribution / active EE | $3,344 | $2,590+29.1% | $2,743+21.9% | $2,428+37.7% |
| Participant deferral / active EE | $482 | $3,533-86.4% | $3,820-87.4% | $4,046-88.1% |
| Admin fee / account holder | $77 | $374-79.5% | $3,620-97.9% | $626-87.7% |