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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 | $8,009 |
THE VANGUARD GROUP, INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,268 | $80,177+20.1% | $123,894-22.3% | $57,658+67.0% |
| Participation rate | 98.5% | 74.4%+24.1pp | 81.4%+17.1pp | 70.2%+28.3pp |
| Annual return | 6.89% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,763 | $2,913-5.1% | $4,617-40.1% | $1,974+40.0% |
| Participant deferral / active EE | $6,151 | $5,130+19.9% | $5,984+2.8% | $3,061+101.0% |
| Admin fee / account holder | $57 | $106-46.4% | $8,357-99.3% | $95-39.7% |