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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,435 |
THE VANGUARD GROUP, INC.3+ 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 | $103,969 | $36,767+182.8% | $81,473+27.6% | $62,293+66.9% |
| Participation rate | 93.6% | 54.4%+39.1pp | 68.0%+25.6pp | 69.5%+24.1pp |
| Annual return | 16.15% | 173.80%-157.7pp | 38.78%-22.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,795 | $1,128+147.7% | $2,568+8.8% | $2,042+36.8% |
| Participant deferral / active EE | $4,838 | $2,111+129.2% | $3,537+36.8% | $3,169+52.6% |
| Admin fee / account holder | $13 | $797-98.4% | $4,561-99.7% | $479-97.3% |