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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Other fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $186,664 | $75,183+148.3% | $123,894+50.7% | $55,167+238.4% |
| Participation rate | 37.1% | 72.8%-35.7pp | 81.4%-44.3pp | 69.0%-31.9pp |
| Annual return | 8.28% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $663-99.8% | $8,357-100.0% | $504-99.8% |