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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD, INC. Service code 55 | Other Commissions | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,105 | $37,117+590.0% | $147,618+73.5% | $55,191+364.0% |
| Participation rate | 97.6% | 63.6%+34.0pp | 84.6%+13.0pp | 69.2%+28.4pp |
| Annual return | 0.96% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $10,041 | $1,620+519.7% | $5,564+80.5% | $1,899+428.8% |
| Participant deferral / active EE | $7,647 | $1,985+285.2% | $4,895+56.2% | $3,046+151.0% |
| Admin fee / account holder | $9 | $86-88.9% | $11,612-99.9% | $91-89.5% |