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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,333 | $52,967+427.4% | $172,753+61.7% | $65,186+328.5% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.1pp |
| Annual return | 21.37% | 30.12%-8.8pp | 803.00%-781.6pp | 29.39%-8.0pp |
| Employer contribution / active EE | $10,106 | $2,190+361.4% | $5,144+96.5% | $2,177+364.3% |
| Participant deferral / active EE | $8,725 | $2,471+253.1% | $5,198+67.9% | $3,514+148.3% |
| Admin fee / account holder | $53 | $472-88.8% | $13,956-99.6% | $847-93.8% |