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 | $44,898+360.4% | $85,126+142.8% | $199,921+3.4% |
| Participation rate | 96.3% | 45.7%+50.6pp | 67.5%+28.8pp | 72.0%+24.3pp |
| Annual return | 18.51% | 20.98%-2.5pp | 66.63%-48.1pp | 34.28%-15.8pp |
| Employer contribution / active EE | $4,247 | $1,367+210.6% | $2,731+55.5% | $3,035+39.9% |
| Participant deferral / active EE | $14,347 | $2,670+437.4% | $4,523+217.2% | $5,089+182.0% |
| Admin fee / account holder | $108 | $585-81.5% | $6,160-98.2% | $269-59.9% |