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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $188,042 |
THE VANGUARD GROUP, INC.5+ years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,360 | $29,516+43.5% | $77,482-45.3% | $90,288-53.1% |
| Participation rate | 93.4% | 33.7%+59.8pp | 54.2%+39.2pp | 73.4%+20.1pp |
| Annual return | 8.57% | 231.18%-222.6pp | 54.79%-46.2pp | 53.97%-45.4pp |
| Employer contribution / active EE | $333 | $381-12.4% | $986-66.2% | $2,524-86.8% |
| Participant deferral / active EE | $2,349 | $944+148.9% | $1,861+26.2% | $4,232-44.5% |
| Admin fee / account holder | $84 | $106-20.9% | $2,858-97.1% | $114-26.6% |