| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $63,911 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $639,193 | $113,995+460.7% | $127,803+400.1% | $77,775+721.9% |
| Participation rate | 97.5% | 85.7%+11.8pp | 79.0%+18.5pp | 73.2%+24.3pp |
| Annual return | 20.05% | 26.09%-6.0pp | 26.14%-6.1pp | 32.58%-12.5pp |
| Employer contribution / active EE | $15,407 | $6,012+156.3% | $4,576+236.7% | $2,504+515.3% |
| Participant deferral / active EE | $23,661 | $7,267+225.6% | $6,023+292.8% | $3,966+496.6% |
| Admin fee / account holder | $16 | $108-85.4% | $9,399-99.8% | $100-84.2% |