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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Other fees; Securities brokerage | $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 | $200,315 | $80,753+148.1% | $136,297+47.0% | $62,293+221.6% |
| Participation rate | 29.0% | 73.5%-44.5pp | 81.9%-52.9pp | 69.5%-40.5pp |
| Annual return | 16.17% | 35.83%-19.7pp | 5156.16%-5140.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $525-99.8% | $9,244-100.0% | $479-99.8% |