Filed January 17, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,190 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,455 | $99,078-48.1% | $96,544-46.7% | $74,419-30.9% |
| Participation rate | 92.2% | 80.7%+11.6pp | 76.0%+16.3pp | 70.7%+21.5pp |
| Annual return | 14.24% | 22.48%-8.2pp | 25.84%-11.6pp | 34.38%-20.1pp |
| Employer contribution / active EE | $1,442 | $2,570-43.9% | $2,965-51.4% | $2,637-45.3% |
| Participant deferral / active EE | $3,977 | $4,933-19.4% | $4,851-18.0% | $4,528-12.2% |
| Admin fee / account holder | $64 | $225-71.5% | $8,252-99.2% | $348-81.6% |