Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $127,825 |
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 | $147,627 | $41,617+254.7% | $84,646+74.4% | $77,775+89.8% |
| Participation rate | 89.3% | 45.0%+44.3pp | 68.2%+21.1pp | 73.2%+16.1pp |
| Annual return | 9.32% | 24.97%-15.6pp | 258.85%-249.5pp | 32.58%-23.3pp |
| Employer contribution / active EE | $1,558 | $1,061+46.9% | $2,654-41.3% | $2,504-37.8% |
| Participant deferral / active EE | $10,186 | $2,129+378.5% | $3,901+161.1% | $3,966+156.8% |
| Admin fee / account holder | $79 | $121-34.9% | $4,915-98.4% | $100-21.3% |