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 ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $193,308 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,211 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,700 | $45,022+359.1% | $85,240+142.5% | $200,096+3.3% |
| Participation rate | 96.3% | 45.8%+50.4pp | 67.5%+28.8pp | 72.0%+24.3pp |
| Annual return | 18.51% | 21.00%-2.5pp | 66.75%-48.2pp | 34.26%-15.7pp |
| Employer contribution / active EE | $4,247 | $1,374+209.0% | $2,735+55.3% | $3,038+39.8% |
| Participant deferral / active EE | $14,347 | $2,682+434.9% | $4,527+216.9% | $5,090+181.9% |
| Admin fee / account holder | $108 | $585-81.5% | $6,165-98.2% | $269-59.9% |