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 | $44,746+2422.7% | $88,179+1180.1% | $64,097+1661.0% |
| Participation rate | 99.1% | 39.8%+59.3pp | 69.1%+30.0pp | 55.2%+43.9pp |
| Annual return | 15.26% | 24.70%-9.4pp | 64.97%-49.7pp | 34.64%-19.4pp |
| Employer contribution / active EE | $46,685 | $1,078+4231.9% | $2,549+1731.3% | $1,891+2368.2% |
| Participant deferral / active EE | $23,440 | $2,072+1031.3% | $4,614+408.0% | $3,080+661.1% |
| Admin fee / account holder | $333 | $3,437-90.3% | $7,673-95.7% | $3,454-90.4% |