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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $14,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,012 | $58,879-59.2% | $178,490-86.5% | $73,488-67.3% |
| Participation rate | 83.5% | 66.2%+17.2pp | 81.9%+1.5pp | 70.7%+12.8pp |
| Annual return | 22.07% | 24.86%-2.8pp | 151.07%-129.0pp | 28.51%-6.4pp |
| Employer contribution / active EE | $2,341 | $2,236+4.7% | $5,011-53.3% | $2,270+3.1% |
| Participant deferral / active EE | $1,790 | $2,567-30.3% | $5,202-65.6% | $3,740-52.1% |
| Admin fee / account holder | $68 | $400-83.1% | $13,984-99.5% | $513-86.8% |