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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Other fees; Shareholder servicing fee... | $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 | $325,727 | $70,002+365.3% | $115,038+183.1% | $52,331+522.4% |
| Participation rate | 90.4% | 72.1%+18.3pp | 81.4%+9.1pp | 68.1%+22.3pp |
| Annual return | 0.07% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $25,851 | $2,715+852.2% | $4,608+461.0% | $1,882+1273.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $6 | $566-99.0% | $8,175-99.9% | $592-99.0% |