Filed April 29, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,189 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $56,834 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $4,450 |
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 | $170,668 | $40,278+323.7% | $80,669+111.6% | $80,187+112.8% |
| Participation rate | 95.5% | 47.5%+48.0pp | 67.0%+28.5pp | 72.9%+22.6pp |
| Annual return | 2.06% | 50.86%-48.8pp | 937.61%-935.5pp | 40.40%-38.3pp |
| Employer contribution / active EE | $4,080 | $1,332+206.2% | $2,724+49.8% | $2,980+36.9% |
| Participant deferral / active EE | $13,106 | $2,696+386.2% | $4,444+194.9% | $5,016+161.3% |
| Admin fee / account holder | $87 | $210-58.8% | $5,384-98.4% | $145-40.2% |