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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 | $9,150 |
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 | $224,052 | $55,453+304.0% | $170,435+31.5% | $62,293+259.7% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.7pp |
| Annual return | 16.61% | 21.38%-4.8pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $9,295 | $2,164+329.6% | $5,432+71.1% | $2,042+355.1% |
| Participant deferral / active EE | $7,699 | $2,303+234.3% | $4,939+55.9% | $3,169+142.9% |
| Admin fee / account holder | $51 | $455-88.7% | $13,881-99.6% | $479-89.3% |