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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,142 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $96,597 | $68,408+41.2% | $57,196+68.9% | $57,658+67.5% |
| Participation rate | 93.8% | 79.1%+14.6pp | 75.3%+18.4pp | 70.2%+23.5pp |
| Annual return | 8.78% | 8.51%+0.3pp | 14.59%-5.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,137 | $2,869-25.5% | $2,683-20.4% | $1,974+8.2% |
| Participant deferral / active EE | $4,633 | $2,903+59.6% | $3,096+49.6% | $3,061+51.4% |
| Admin fee / account holder | $41 | $70-41.5% | $3,141-98.7% | $95-56.9% |