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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,373 |
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 | $186,027 | $46,360+301.3% | $147,617+26.0% | $52,331+255.5% |
| Participation rate | 96.8% | 64.9%+31.8pp | 84.6%+12.2pp | 68.1%+28.7pp |
| Annual return | -1.82% | 1.62%-3.4pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $8,644 | $2,126+306.5% | $5,564+55.3% | $1,882+359.4% |
| Participant deferral / active EE | $7,242 | $2,258+220.8% | $4,895+47.9% | $3,022+139.6% |
| Admin fee / account holder | $54 | $766-93.0% | $11,612-99.5% | $592-90.9% |