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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $85,606 |
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 | $291,649 | $46,332+529.5% | $143,799+102.8% | $64,819+349.9% |
| Participation rate | 96.7% | 64.2%+32.4pp | 80.3%+16.4pp | 71.5%+25.2pp |
| Annual return | -15.57% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $12,025 | $1,911+529.2% | $4,952+142.8% | $2,507+379.7% |
| Participant deferral / active EE | $8,400 | $2,647+217.3% | $5,638+49.0% | $4,311+94.9% |
| Admin fee / account holder | $81 | $154-47.6% | $14,677-99.5% | $188-57.1% |