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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,678 |
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 | $168,152 | $46,732+259.8% | $156,551+7.4% | $55,167+204.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.50% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $5,126 | $2,105+143.5% | $5,501-6.8% | $1,963+161.2% |
| Participant deferral / active EE | $3,423 | $2,204+55.3% | $4,871-29.7% | $3,054+12.1% |
| Admin fee / account holder | $61 | $418-85.3% | $13,028-99.5% | $504-87.8% |