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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,844 | $54,679-80.2% | $76,119-85.8% | $74,459-85.4% |
| Participation rate | 96.6% | 60.3%+36.2pp | 69.1%+27.5pp | 67.2%+29.4pp |
| Annual return | 12.28% | 31.90%-19.6pp | 361.25%-349.0pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $4,605 | $1,781+158.5% | $2,693+71.0% | $2,626+75.4% |
| Participant deferral / active EE | $442 | $3,072-85.6% | $4,259-89.6% | $4,350-89.8% |
| Admin fee / account holder | $8 | $2,238-99.7% | $6,421-99.9% | $1,945-99.6% |