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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,619 |
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 | $199,721 | $55,453+260.2% | $170,435+17.2% | $62,293+220.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.87% | 21.38%-4.5pp | 205.94%-189.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $5,578 | $2,164+157.8% | $5,432+2.7% | $2,042+173.1% |
| Participant deferral / active EE | $3,744 | $2,303+62.6% | $4,939-24.2% | $3,169+18.2% |
| Admin fee / account holder | $63 | $455-86.1% | $13,881-99.5% | $479-86.8% |