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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $5,006 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,374 | $104,479+80.3% | $159,474+18.1% | $79,391+137.3% |
| Participation rate | 76.6% | 76.6%0pp | 82.8%-6.2pp | 70.7%+5.9pp |
| Annual return | 14.46% | 67.98%-53.5pp | 263.68%-249.2pp | 116.88%-102.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $10,777 | $6,468+66.6% | $7,353+46.6% | $4,046+166.4% |
| Admin fee / account holder | $32 | $711-95.5% | $10,802-99.7% | $627-94.9% |