Filed January 8, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,215 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,019 | $95,918-22.8% | $151,611-51.2% | $77,904-5.0% |
| Participation rate | 93.4% | 88.7%+4.6pp | 87.5%+5.9pp | 73.7%+19.7pp |
| Annual return | -13.08% | -5.50%-7.6pp | 3.33%-16.4pp | 12.21%-25.3pp |
| Employer contribution / active EE | $3,365 | $4,330-22.3% | $6,166-45.4% | $2,848+18.2% |
| Participant deferral / active EE | $7,180 | $7,508-4.4% | $8,363-14.2% | $4,806+49.4% |
| Admin fee / account holder | $108 | $93+16.1% | $11,616-99.1% | $133-18.3% |