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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,807 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,128,776 | $59,335+1802.4% | $129,031+774.8% | $69,733+1518.7% |
| Participation rate | 99.1% | 43.3%+55.8pp | 73.4%+25.8pp | 62.5%+36.7pp |
| Annual return | 15.26% | 19.52%-4.3pp | 34.67%-19.4pp | 15.22%0pp |
| Employer contribution / active EE | $46,685 | $1,639+2748.8% | $3,226+1347.1% | $2,250+1974.6% |
| Participant deferral / active EE | $23,440 | $2,485+843.3% | $5,217+349.3% | $3,054+667.4% |
| Admin fee / account holder | $333 | $3,940-91.6% | $13,208-97.5% | $3,102-89.3% |