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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Other fees | $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 | $353,332 | $75,183+370.0% | $123,894+185.2% | $55,167+540.5% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.0pp |
| Annual return | 9.22% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $23,015 | $2,823+715.1% | $4,617+398.5% | $1,963+1072.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |