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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, IMC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,474 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,369 | $71,480+283.8% | $90,782+202.2% | $64,173+327.5% |
| Participation rate | 94.5% | 77.6%+17.0pp | 82.7%+11.9pp | 69.6%+25.0pp |
| Annual return | -3.59% | -4.25%+0.7pp | -3.42%-0.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $18,902 | $3,415+453.5% | $4,105+360.4% | $2,381+693.9% |
| Participant deferral / active EE | $14,978 | $4,302+248.2% | $5,366+179.1% | $3,470+331.7% |
| Admin fee / account holder | $9 | $6,309-99.9% | $5,908-99.8% | $4,887-99.8% |