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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $25,818 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $105,854 | $155,795-32.1% | $136,298-22.3% | $69,631+52.0% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 16.70% | 232464.33%-232447.6pp | 5156.27%-5139.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,181 | $2,991+6.3% | $4,696-32.3% | $2,032+56.5% |
| Participant deferral / active EE | $6,445 | $5,394+19.5% | $6,247+3.2% | $3,224+99.9% |
| Admin fee / account holder | $40 | $128-68.7% | $9,244-99.6% | $110-63.7% |