Filed April 29, 2020 (most recent of 2 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,016,539 | $44,960+2161.0% | $84,966+1096.4% | $74,495+1264.6% |
| Participation rate | 98.4% | 49.4%+49.0pp | 67.5%+30.9pp | 67.2%+31.2pp |
| Annual return | 26.82% | 26.24%+0.6pp | 66.38%-39.6pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $41,685 | $1,457+2760.7% | $2,727+1428.5% | $2,623+1489.2% |
| Participant deferral / active EE | $21,975 | $2,731+704.7% | $4,519+386.2% | $4,346+405.7% |
| Admin fee / account holder | $287 | $2,209-87.0% | $6,149-95.3% | $1,942-85.2% |