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 | $89,670+163.8% | $96,754+144.4% | $89,670+163.8% |
| Participation rate | 96.6% | 71.2%+25.4pp | 70.3%+26.3pp | 71.2%+25.4pp |
| Annual return | 11.30% | 19.66%-8.4pp | 82.04%-70.7pp | 19.66%-8.4pp |
| Employer contribution / active EE | $4,427 | $4,041+9.5% | $2,679+65.2% | $4,041+9.5% |
| Participant deferral / active EE | $15,771 | $3,962+298.0% | $4,758+231.5% | $3,962+298.0% |
| Admin fee / account holder | $119 | $352-66.1% | $8,905-98.7% | $352-66.1% |