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 | $48,050+2249.2% | $96,754+1066.7% | $64,340+1654.4% |
| Participation rate | 99.1% | 40.6%+58.6pp | 70.3%+28.9pp | 55.2%+43.9pp |
| Annual return | 15.26% | 23.41%-8.2pp | 82.04%-66.8pp | 24.14%-8.9pp |
| Employer contribution / active EE | $46,685 | $1,204+3777.5% | $2,679+1642.5% | $1,862+2407.7% |
| Participant deferral / active EE | $23,440 | $2,191+969.8% | $4,758+392.6% | $2,980+686.5% |
| Admin fee / account holder | $333 | $3,741-91.1% | $8,905-96.3% | $3,703-91.0% |