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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $94,604 |
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 | $330,838 | $47,135+601.9% | $149,717+121.0% | $74,440+344.4% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.8pp | 70.7%+27.8pp |
| Annual return | 16.88% | 22.75%-5.9pp | 134.41%-117.5pp | 34.37%-17.5pp |
| Employer contribution / active EE | $13,203 | $1,906+592.8% | $4,820+173.9% | $2,638+400.5% |
| Participant deferral / active EE | $9,179 | $2,728+236.4% | $5,682+61.6% | $4,529+102.7% |
| Admin fee / account holder | $86 | $343-75.0% | $13,213-99.4% | $348-75.3% |