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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $17,164 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $620,016 | $101,499+510.9% | $147,005+321.8% | $74,546+731.7% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.3pp |
| Annual return | 17.50% | 8732.34%-8714.8pp | 418.76%-401.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $12,217 | $3,811+220.6% | $4,934+147.6% | $2,624+365.5% |
| Participant deferral / active EE | $10,531 | $7,304+44.2% | $8,070+30.5% | $4,347+142.2% |
| Admin fee / account holder | $55 | $1,748-96.9% | $13,006-99.6% | $1,944-97.2% |