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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 37 · EIN 52-1234457 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,498 | $99,957-18.5% | $149,715-45.6% | $73,493+10.9% |
| Participation rate | 88.7% | 75.7%+13.0pp | 82.5%+6.2pp | 70.7%+18.0pp |
| Annual return | 15.97% | 53.87%-37.9pp | 276.66%-260.7pp | 28.51%-12.5pp |
| Employer contribution / active EE | $5,067 | $3,191+58.8% | $4,645+9.1% | $2,270+123.2% |
| Participant deferral / active EE | $8,022 | $6,073+32.1% | $6,842+17.2% | $3,740+114.5% |
| Admin fee / account holder | $59 | $551-89.2% | $9,310-99.4% | $513-88.4% |