Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,602 |
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 | $995,473 | $79,694+1149.1% | $96,188+934.9% | $79,395+1153.8% |
| Participation rate | 98.0% | 54.0%+44.1pp | 68.4%+29.6pp | 70.7%+27.3pp |
| Annual return | 32.99% | 40.84%-7.9pp | 192.12%-159.1pp | 116.90%-83.9pp |
| Employer contribution / active EE | $36,458 | $1,443+2426.1% | $2,800+1202.3% | $2,428+1401.6% |
| Participant deferral / active EE | $19,277 | $2,539+659.3% | $4,350+343.1% | $4,046+376.5% |
| Admin fee / account holder | $181 | $630-71.3% | $5,538-96.7% | $626-71.1% |