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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,259 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $94,049 | $32,425+190.0% | $74,577+26.1% | $55,167+70.5% |
| Participation rate | 97.8% | 54.0%+43.8pp | 68.1%+29.7pp | 69.0%+28.9pp |
| Annual return | 7.17% | 10.63%-3.5pp | 20.47%-13.3pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,910 | $1,043+178.8% | $2,525+15.2% | $1,963+48.2% |
| Participant deferral / active EE | $4,833 | $1,995+142.3% | $3,458+39.8% | $3,054+58.2% |
| Admin fee / account holder | $15 | $748-98.0% | $4,138-99.6% | $504-97.1% |