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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $34,995 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,455 | $88,754-4.8% | $81,820+3.2% | $145,877-42.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.00% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $6,990 | $3,085+126.6% | $2,915+139.8% | $4,663+49.9% |
| Participant deferral / active EE | $13,804 | $4,648+197.0% | $4,323+219.3% | $6,691+106.3% |
| Admin fee / account holder | $285 | $8,424-96.6% | $7,391-96.2% | $13,402-97.9% |