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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC Service code 59 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 190871815 | Shareholder Servicing | $0 |
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 | $498,231 | $70,002+611.7% | $115,038+333.1% | $52,331+852.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.17% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $17,927 | $2,715+560.3% | $4,608+289.0% | $1,882+852.7% |
| Participant deferral / active EE | $9,377 | $4,920+90.6% | $6,026+55.6% | $3,022+210.3% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |