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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $79,585 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $349,343 | $82,093+325.5% | $379,746-8.0% | $73,412+375.9% |
| Participation rate | 99.7% | 76.8%+22.9pp | 78.4%+21.3pp | 72.2%+27.5pp |
| Annual return | 17.28% | 18.89%-1.6pp | 34.90%-17.6pp | 59.30%-42.0pp |
| Employer contribution / active EE | $11,870 | $2,847+317.0% | $3,540+235.3% | $2,234+431.4% |
| Participant deferral / active EE | $9,079 | $4,697+93.3% | $6,024+50.7% | $3,806+138.6% |
| Admin fee / account holder | $186 | $128+45.4% | $7,927-97.7% | $158+17.6% |