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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,455 | $99,212-48.1% | $96,564-46.7% | $74,478-30.9% |
| Participation rate | 92.2% | 80.7%+11.6pp | 76.0%+16.3pp | 70.7%+21.5pp |
| Annual return | 14.24% | 22.40%-8.2pp | 25.89%-11.6pp | 34.37%-20.1pp |
| Employer contribution / active EE | $1,442 | $2,569-43.9% | $2,967-51.4% | $2,637-45.3% |
| Participant deferral / active EE | $3,977 | $4,938-19.5% | $4,852-18.0% | $4,530-12.2% |
| Admin fee / account holder | $64 | $225-71.5% | $8,256-99.2% | $347-81.5% |