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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 | $55,470+238.1% | $155,556+20.6% | $74,478+151.8% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.29% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $6,079 | $2,267+168.2% | $4,675+30.0% | $2,626+131.5% |
| Participant deferral / active EE | $4,283 | $2,838+50.9% | $5,631-23.9% | $4,350-1.5% |
| Admin fee / account holder | $50 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |