Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $117,789 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $47,823 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $3,144 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,879 | $45,719+350.3% | $96,188+114.0% | $93,010+121.4% |
| Participation rate | 93.2% | 45.8%+47.3pp | 68.4%+24.7pp | 73.9%+19.3pp |
| Annual return | 36.93% | 3211.95%-3175.0pp | 192.12%-155.2pp | 158.70%-121.8pp |
| Employer contribution / active EE | $1,695 | $1,139+48.9% | $2,800-39.5% | $2,705-37.3% |
| Participant deferral / active EE | $11,620 | $2,344+395.7% | $4,350+167.1% | $4,561+154.8% |
| Admin fee / account holder | $87 | $128-31.7% | $5,538-98.4% | $152-42.4% |