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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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,647 | $80,753-70.7% | $136,298-82.7% | $62,293-62.0% |
| Participation rate | 88.7% | 73.5%+15.2pp | 81.9%+6.8pp | 69.5%+19.2pp |
| Annual return | 16.39% | 35.83%-19.4pp | 5156.27%-5139.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $10,549 | $2,884+265.8% | $4,696+124.6% | $2,042+416.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |