Filed August 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,209 | $59,006+3.7% | $97,260-37.1% | $74,459-17.8% |
| Participation rate | 57.9% | 63.7%-5.8pp | 72.7%-14.7pp | 67.2%-9.3pp |
| Annual return | 25.33% | 16.04%+9.3pp | 75.54%-50.2pp | 1369.70%-1344.4pp |
| Employer contribution / active EE | $2,424 | $1,894+28.0% | $2,721-10.9% | $2,626-7.7% |
| Participant deferral / active EE | $5,418 | $3,671+47.6% | $4,262+27.1% | $4,350+24.6% |
| Admin fee / account holder | $39 | $1,974-98.0% | $5,640-99.3% | $1,945-98.0% |