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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,791 |
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 | $237,130 | $58,895+302.6% | $178,503+32.8% | $73,497+222.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.51% | 24.86%-6.4pp | 151.12%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $6,081 | $2,236+172.0% | $5,011+21.4% | $2,270+167.9% |
| Participant deferral / active EE | $4,816 | $2,567+87.6% | $5,202-7.4% | $3,740+28.8% |
| Admin fee / account holder | $60 | $400-84.9% | $13,987-99.6% | $513-88.2% |