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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,560 | $69,977+58.0% | $108,582+1.8% | $62,881+75.8% |
| Participation rate | 95.9% | 72.9%+23.0pp | 79.6%+16.3pp | 69.3%+26.6pp |
| Annual return | 9.53% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,268 | $2,135+99.9% | $3,758+13.6% | $2,281+87.1% |
| Participant deferral / active EE | $3,344 | $3,165+5.7% | $4,311-22.4% | $3,203+4.4% |
| Admin fee / account holder | $150 | $5,076-97.0% | $7,645-98.0% | $4,296-96.5% |