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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $4,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,157 | $65,092+33.9% | $143,799-39.4% | $66,938+30.2% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -15.74% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,220 | $2,362+36.4% | $4,952-35.0% | $2,545+26.5% |
| Participant deferral / active EE | $3,830 | $2,920+31.2% | $5,638-32.1% | $4,238-9.6% |
| Admin fee / account holder | $19 | $502-96.1% | $14,677-99.9% | $594-96.7% |