Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $213,354 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,238 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,509 | $59,016+300.8% | $88,179+168.2% | $100,573+135.2% |
| Participation rate | 96.6% | 28.1%+68.5pp | 69.1%+27.4pp | 70.9%+25.7pp |
| Annual return | 11.30% | 14.54%-3.2pp | 64.97%-53.7pp | 18.89%-7.6pp |
| Employer contribution / active EE | $4,427 | $1,685+162.7% | $2,549+73.6% | $3,763+17.6% |
| Participant deferral / active EE | $15,771 | $1,701+827.2% | $4,614+241.8% | $4,921+220.5% |
| Admin fee / account holder | $119 | $3,465-96.6% | $7,673-98.4% | $454-73.7% |