Filed April 29, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,807 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,013 |
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 | $1,016,539 | $45,123+2152.8% | $85,240+1092.6% | $74,478+1264.9% |
| Participation rate | 98.4% | 49.4%+49.0pp | 67.5%+30.9pp | 67.2%+31.2pp |
| Annual return | 26.82% | 26.32%+0.5pp | 66.75%-39.9pp | 1370.56%-1343.7pp |
| Employer contribution / active EE | $41,685 | $1,459+2757.7% | $2,735+1424.0% | $2,626+1487.2% |
| Participant deferral / active EE | $21,975 | $2,736+703.1% | $4,527+385.4% | $4,350+405.1% |
| Admin fee / account holder | $287 | $2,215-87.0% | $6,165-95.3% | $1,946-85.2% |