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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $45,080 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $15,243 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC Service code 37 | Loan Processing | $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 | $90,369 | $79,519+13.6% | $95,952-5.8% | $73,409+23.1% |
| Participation rate | 95.3% | 81.2%+14.1pp | 77.1%+18.2pp | 72.2%+23.1pp |
| Annual return | 10.51% | 19.20%-8.7pp | 91.61%-81.1pp | 59.29%-48.8pp |
| Employer contribution / active EE | $649 | $2,048-68.3% | $2,541-74.5% | $2,234-71.0% |
| Participant deferral / active EE | $3,562 | $4,138-13.9% | $4,167-14.5% | $3,805-6.4% |
| Admin fee / account holder | $169 | $184-8.5% | $6,795-97.5% | $158+6.8% |