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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,431 |
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 | $66,297 | $91,559-27.6% | $133,971-50.5% | $79,852-17.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 13.30% | 61.85%-48.6pp | 45.09%-31.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $2,685 | $2,384+12.6% | $3,919-31.5% | $2,471+8.7% |
| Participant deferral / active EE | $3,002 | $3,734-19.6% | $5,047-40.5% | $3,740-19.7% |
| Admin fee / account holder | $198 | $6,321-96.9% | $8,929-97.8% | $5,306-96.3% |