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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Other fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP. INC. Service code 99 | 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 | $390,678 | $80,753+383.8% | $136,298+186.6% | $62,293+527.2% |
| Participation rate | 87.6% | 73.5%+14.0pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 16.70% | 35.83%-19.1pp | 5156.27%-5139.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $20,631 | $2,884+615.4% | $4,696+339.4% | $2,042+910.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $525-99.3% | $9,244-100.0% | $479-99.3% |