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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,051 |
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 | $46,226 | $58,726-21.3% | $92,240-49.9% | $62,293-25.8% |
| Participation rate | 78.1% | 68.3%+9.7pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 19.13% | 43.62%-24.5pp | 176.29%-157.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $3,349 | $2,392+40.0% | $3,680-9.0% | $2,042+64.0% |
| Participant deferral / active EE | $6,177 | $2,766+123.4% | $3,897+58.5% | $3,169+94.9% |
| Admin fee / account holder | $86 | $556-84.6% | $5,194-98.3% | $479-82.1% |