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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,612 | $91,517-55.6% | $101,275-59.9% | $73,412-44.7% |
| Participation rate | 78.0% | 73.8%+4.2pp | 75.8%+2.2pp | 72.2%+5.8pp |
| Annual return | 11.61% | 17.17%-5.6pp | 46.48%-34.9pp | 59.30%-47.7pp |
| Employer contribution / active EE | $4,554 | $2,877+58.3% | $3,660+24.4% | $2,234+103.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $57 | $216-73.8% | $5,948-99.0% | $158-64.2% |