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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 | $24,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $118,606 | $53,925+119.9% | $75,501+57.1% | $69,631+70.3% |
| Participation rate | 59.7% | 71.2%-11.5pp | 72.4%-12.6pp | 70.7%-11.0pp |
| Annual return | 16.18% | 17.84%-1.7pp | 27.35%-11.2pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,169 | $1,802+20.4% | $2,352-7.8% | $2,032+6.8% |
| Participant deferral / active EE | $3,825 | $2,569+48.9% | $3,142+21.7% | $3,224+18.6% |
| Admin fee / account holder | $34 | $97-65.0% | $5,801-99.4% | $110-69.2% |