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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,134 |
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 | $100,055 | $65,704+52.3% | $94,229+6.2% | $59,633+67.8% |
| Participation rate | 97.4% | 72.1%+25.2pp | 78.8%+18.6pp | 68.7%+28.7pp |
| Annual return | 1.12% | 5.22%-4.1pp | 10.68%-9.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,764 | $2,021+36.8% | $3,587-22.9% | $2,203+25.5% |
| Participant deferral / active EE | $3,011 | $3,143-4.2% | $4,320-30.3% | $3,192-5.7% |
| Admin fee / account holder | $116 | $4,265-97.3% | $6,269-98.2% | $4,297-97.3% |