| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $8,000 |
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 | $64,557 | $86,791-25.6% | $115,038-43.9% | $59,188+9.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 81.4%+15.8pp | 69.4%+27.7pp |
| Annual return | 0.33% | 4.44%-4.1pp | 26.14%-25.8pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,776 | $2,950-5.9% | $4,608-39.7% | $2,098+32.3% |
| Participant deferral / active EE | $3,826 | $5,298-27.8% | $6,026-36.5% | $3,265+17.2% |
| Admin fee / account holder | $3 | $95-96.6% | $8,175-100.0% | $92-96.5% |