Filed January 17, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,764 | $89,067-31.8% | $102,423-40.7% | $77,714-21.8% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+21.0pp |
| Annual return | 13.37% | 25.01%-11.6pp | 29.42%-16.1pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,705 | $2,699-36.8% | $3,023-43.6% | $2,727-37.5% |
| Participant deferral / active EE | $4,534 | $5,147-11.9% | $5,054-10.3% | $4,649-2.5% |
| Admin fee / account holder | $72 | $236-69.4% | $9,455-99.2% | $433-83.4% |