Filed January 17, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,312 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,999 | $72,303-37.8% | $86,717-48.1% | $64,829-30.6% |
| Participation rate | 91.2% | 80.4%+10.7pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -17.67% | 392.77%-410.4pp | 35.97%-53.6pp | 32.85%-50.5pp |
| Employer contribution / active EE | $1,054 | $2,393-56.0% | $2,837-62.9% | $2,507-58.0% |
| Participant deferral / active EE | $3,349 | $4,660-28.1% | $4,657-28.1% | $4,312-22.3% |
| Admin fee / account holder | $85 | $174-51.2% | $7,494-98.9% | $188-54.8% |