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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,647 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,841 |
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 | $875,821 | $37,463+2237.8% | $77,113+1035.8% | $66,954+1208.1% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | 2.16% | -3.25%+5.4pp | 42.37%-40.2pp | 1.57%+0.6pp |
| Employer contribution / active EE | $36,757 | $1,535+2294.7% | $2,815+1205.7% | $2,545+1344.3% |
| Participant deferral / active EE | $19,747 | $2,621+653.4% | $4,430+345.7% | $4,239+365.8% |
| Admin fee / account holder | $229 | $568-59.6% | $5,445-95.8% | $594-61.4% |