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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,527 | $55,472+238.1% | $155,567+20.5% | $74,546+151.6% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.29% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $6,079 | $2,269+167.9% | $4,674+30.1% | $2,624+131.6% |
| Participant deferral / active EE | $4,283 | $2,838+50.9% | $5,628-23.9% | $4,347-1.5% |
| Admin fee / account holder | $50 | $1,743-97.1% | $15,916-99.7% | $1,944-97.4% |