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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $30,274 |
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 | $367,316 | $56,511+550.0% | $185,837+97.7% | $86,813+323.1% |
| Participation rate | 97.8% | 65.5%+32.3pp | 81.7%+16.1pp | 72.3%+25.5pp |
| Annual return | 21.73% | 118.12%-96.4pp | 122.08%-100.3pp | 97.93%-76.2pp |
| Employer contribution / active EE | $11,846 | $1,844+542.5% | $5,168+129.2% | $2,406+392.4% |
| Participant deferral / active EE | $8,129 | $2,554+218.2% | $5,568+46.0% | $4,131+96.8% |
| Admin fee / account holder | $31 | $150-79.6% | $16,241-99.8% | $170-82.0% |