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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 | $3,790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,080 | $88,360+28.0% | $145,433-22.2% | $67,986+66.3% |
| Participation rate | 99.6% | 65.5%+34.1pp | 82.1%+17.5pp | 57.2%+42.4pp |
| Annual return | 23.08% | 63.15%-40.1pp | 66.58%-43.5pp | 31.67%-8.6pp |
| Employer contribution / active EE | $10,614 | $3,054+247.6% | $4,554+133.1% | $2,019+425.8% |
| Participant deferral / active EE | $21,064 | $5,932+255.1% | $7,897+166.7% | $3,358+527.3% |
| Admin fee / account holder | $11 | $3,313-99.7% | $13,129-99.9% | $3,203-99.6% |