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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,042 | $176,105-30.1% | $159,474-22.8% | $167,536-26.6% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.61% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,092 | $5,299-41.6% | $4,831-36.0% | $4,839-36.1% |
| Participant deferral / active EE | $9,418 | $7,751+21.5% | $7,353+28.1% | $6,342+48.5% |
| Admin fee / account holder | $13,223 | $12,559+5.3% | $10,802+22.4% | $12,315+7.4% |