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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,459 |
THE VANGUARD GROUP, INC.4+ 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 | $94,513 | $33,067+185.8% | $76,518+23.5% | $56,287+67.9% |
| Participation rate | 95.5% | 55.4%+40.1pp | 68.0%+27.5pp | 69.9%+25.6pp |
| Annual return | -5.24% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,963 | $1,200+146.8% | $2,647+11.9% | $2,111+40.3% |
| Participant deferral / active EE | $5,408 | $2,240+141.4% | $3,836+41.0% | $3,350+61.4% |
| Admin fee / account holder | $25 | $537-95.4% | $4,849-99.5% | $521-95.2% |