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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $60,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,611 | $106,236-58.9% | $112,263-61.2% | $64,824-32.7% |
| Participation rate | 92.1% | 71.7%+20.5pp | 75.1%+17.1pp | 71.5%+20.7pp |
| Annual return | -12.53% | -6.02%-6.5pp | 27.49%-40.0pp | 32.84%-45.4pp |
| Employer contribution / active EE | $6,339 | $3,167+100.2% | $3,636+74.3% | $2,507+152.8% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $63 | $452-86.1% | $6,410-99.0% | $188-66.5% |