Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $137,218 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,212 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $4,911 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,648 | $37,418+396.1% | $77,113+140.7% | $77,906+138.3% |
| Participation rate | 94.6% | 46.9%+47.6pp | 67.9%+26.6pp | 73.7%+20.9pp |
| Annual return | -2.88% | -7.13%+4.2pp | 42.37%-45.2pp | 12.16%-15.0pp |
| Employer contribution / active EE | $2,001 | $1,200+66.8% | $2,815-28.9% | $2,846-29.7% |
| Participant deferral / active EE | $13,684 | $2,572+432.0% | $4,430+208.9% | $4,805+184.8% |
| Admin fee / account holder | $100 | $126-20.4% | $5,445-98.2% | $133-24.3% |