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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $122,536 |
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 | $79,971 | $56,095+42.6% | $178,499-55.2% | $90,274-11.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 17.53% | 28.81%-11.3pp | 151.10%-133.6pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,901 | $1,572+211.7% | $5,011-2.2% | $2,523+94.2% |
| Participant deferral / active EE | $4,408 | $2,669+65.2% | $5,202-15.3% | $4,231+4.2% |
| Admin fee / account holder | $43 | $101-57.7% | $13,986-99.7% | $114-62.7% |