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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $8,450 |
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 | $308,776 | $52,303+490.4% | $178,510+73.0% | $73,415+320.6% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+25.9pp |
| Annual return | 14.14% | 34.76%-20.6pp | 151.13%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $9,228 | $1,737+431.4% | $5,011+84.1% | $2,234+313.1% |
| Participant deferral / active EE | $7,417 | $2,334+217.8% | $5,202+42.6% | $3,806+94.9% |
| Admin fee / account holder | $9 | $127-93.1% | $13,988-99.9% | $158-94.4% |