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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $3,954 |
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 | $134,678 | $80,753+66.8% | $136,298-1.2% | $62,293+116.2% |
| Participation rate | 80.6% | 73.5%+7.0pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 21.80% | 35.83%-14.0pp | 5156.27%-5134.5pp | 28.90%-7.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,068 | $5,164+95.0% | $6,247+61.2% | $3,169+217.7% |
| Admin fee / account holder | $23 | $525-95.7% | $9,244-99.8% | $479-95.2% |