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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $36,792 |
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 | $121,367 | $61,473+97.4% | $81,726+48.5% | $73,412+65.3% |
| Participation rate | 88.8% | 72.4%+16.4pp | 72.0%+16.8pp | 72.2%+16.6pp |
| Annual return | 13.06% | 28.26%-15.2pp | 29.49%-16.4pp | 59.30%-46.2pp |
| Employer contribution / active EE | $2,404 | $1,898+26.7% | $4,311-44.2% | $2,234+7.6% |
| Participant deferral / active EE | $4,493 | $3,080+45.9% | $7,108-36.8% | $3,806+18.0% |
| Admin fee / account holder | $41 | $125-67.6% | $5,160-99.2% | $158-74.2% |