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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,758 |
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 | $342,356 | $73,102+368.3% | $123,552+177.1% | $56,287+508.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.48% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $21,662 | $2,977+627.7% | $4,628+368.1% | $2,111+926.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $21 | $554-96.3% | $9,285-99.8% | $521-96.1% |