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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $105,940 |
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 | $359,109 | $50,860+606.1% | $155,574+130.8% | $77,714+362.1% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 13.84% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $13,827 | $1,991+594.6% | $4,676+195.7% | $2,727+407.1% |
| Participant deferral / active EE | $9,576 | $2,825+239.0% | $5,629+70.1% | $4,649+106.0% |
| Admin fee / account holder | $94 | $436-78.4% | $15,914-99.4% | $433-78.3% |