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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $7,303 |
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 | $271,402 | $46,182+487.7% | $170,435+59.2% | $69,634+289.8% |
| Participation rate | 96.7% | 63.9%+32.8pp | 83.6%+13.1pp | 70.7%+26.1pp |
| Annual return | 15.86% | 21.40%-5.5pp | 205.94%-190.1pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $9,964 | $1,610+518.8% | $5,432+83.4% | $2,032+390.3% |
| Participant deferral / active EE | $7,433 | $2,081+257.2% | $4,939+50.5% | $3,224+130.6% |
| Admin fee / account holder | $9 | $116-92.3% | $13,881-99.9% | $110-91.9% |