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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,417 | $148,629-17.0% | $135,982-9.2% | $139,487-11.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.85% | 79.33%-61.5pp | 68.32%-50.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $880 | $5,247-83.2% | $4,859-81.9% | $4,755-81.5% |
| Participant deferral / active EE | $5,155 | $8,102-36.4% | $7,760-33.6% | $6,713-23.2% |
| Admin fee / account holder | $10,841 | $12,406-12.6% | $10,767+0.7% | $11,407-5.0% |