Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $60,677 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,175 | $30,599+361.4% | $74,577+89.3% | $57,661+144.8% |
| Participation rate | 84.7% | 49.1%+35.6pp | 68.1%+16.6pp | 70.2%+14.5pp |
| Annual return | 2.50% | 14.24%-11.7pp | 20.47%-18.0pp | 5.13%-2.6pp |
| Employer contribution / active EE | $1,575 | $1,000+57.5% | $2,525-37.6% | $1,974-20.2% |
| Participant deferral / active EE | $10,425 | $1,805+477.6% | $3,458+201.5% | $3,061+240.6% |
| Admin fee / account holder | $64 | $98-34.9% | $4,138-98.5% | $95-32.5% |