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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $145,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,407 | $61,756+104.7% | $69,888+80.9% | $77,906+62.3% |
| Participation rate | 79.1% | 79.9%-0.7pp | 70.5%+8.6pp | 73.7%+5.4pp |
| Annual return | -13.19% | -11.86%-1.3pp | 190.87%-204.1pp | 12.16%-25.3pp |
| Employer contribution / active EE | $3,612 | $2,706+33.5% | $2,560+41.1% | $2,846+26.9% |
| Participant deferral / active EE | $2,995 | $3,977-24.7% | $3,849-22.2% | $4,805-37.7% |
| Admin fee / account holder | $99 | $101-1.9% | $6,267-98.4% | $133-25.0% |