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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,237 |
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 | $52,097 | $65,367-20.3% | $92,915-43.9% | $72,976-28.6% |
| Participation rate | 78.4% | 68.3%+10.1pp | 76.0%+2.4pp | 69.5%+8.9pp |
| Annual return | 21.77% | 42.11%-20.3pp | 109.45%-87.7pp | 81.02%-59.2pp |
| Employer contribution / active EE | $2,970 | $2,594+14.5% | $3,653-18.7% | $2,440+21.7% |
| Participant deferral / active EE | $8,020 | $3,128+156.4% | $4,238+89.2% | $3,608+122.3% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |