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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $8,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $260,206 | $37,203+599.4% | $154,110+68.8% | $55,727+366.9% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | -3.53% | 1320.03%-1323.6pp | 735.22%-738.8pp | 244.94%-248.5pp |
| Employer contribution / active EE | $9,680 | $1,614+499.6% | $5,298+82.7% | $2,078+365.8% |
| Participant deferral / active EE | $7,365 | $2,069+256.0% | $5,081+45.0% | $3,356+119.5% |
| Admin fee / account holder | $10 | $102-89.9% | $13,412-99.9% | $115-91.1% |