| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,970 |
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 | $65,775 | $85,635-23.2% | $123,894-46.9% | $63,975+2.8% |
| Participation rate | 99.1% | 74.9%+24.2pp | 81.4%+17.7pp | 71.1%+28.0pp |
| Annual return | 9.12% | 15.74%-6.6pp | 47.52%-38.4pp | 48.65%-39.5pp |
| Employer contribution / active EE | $2,725 | $3,076-11.4% | $4,617-41.0% | $2,182+24.9% |
| Participant deferral / active EE | $3,866 | $5,667-31.8% | $5,984-35.4% | $3,356+15.2% |
| Admin fee / account holder | $2 | $75-97.6% | $8,357-100.0% | $70-97.5% |