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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,422 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,885 | $46,360+206.0% | $147,617-3.9% | $52,331+171.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.52% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $5,122 | $2,126+140.9% | $5,564-8.0% | $1,882+172.2% |
| Participant deferral / active EE | $3,318 | $2,258+47.0% | $4,895-32.2% | $3,022+9.8% |
| Admin fee / account holder | $56 | $766-92.6% | $11,612-99.5% | $592-90.5% |