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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $25,523 |
THE VANGUARD GROUP, INC.4+ 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 | $101,759 | $75,388+35.0% | $123,552-17.6% | $55,725+82.6% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.3%+14.7pp | 70.9%+26.2pp |
| Annual return | -2.82% | 4.48%-7.3pp | 119.20%-122.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,621 | $3,063-14.4% | $4,628-43.4% | $2,078+26.1% |
| Participant deferral / active EE | $6,799 | $5,651+20.3% | $6,426+5.8% | $3,356+102.6% |
| Admin fee / account holder | $28 | $120-76.5% | $9,285-99.7% | $115-75.5% |