Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $213,354 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,238 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,509 | $85,660+176.1% | $129,031+83.3% | $85,660+176.1% |
| Participation rate | 96.6% | 74.8%+21.7pp | 73.4%+23.2pp | 74.8%+21.7pp |
| Annual return | 11.30% | 19.52%-8.2pp | 34.67%-23.4pp | 19.52%-8.2pp |
| Employer contribution / active EE | $4,427 | $4,199+5.4% | $3,226+37.2% | $4,199+5.4% |
| Participant deferral / active EE | $15,771 | $3,518+348.3% | $5,217+202.3% | $3,518+348.3% |
| Admin fee / account holder | $119 | $224-46.7% | $13,208-99.1% | $224-46.7% |