Filed April 26, 2019 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $33,323 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,092 | $91,051+129.6% | $88,497+136.3% | $55,167+279.0% |
| Participation rate | 99.1% | 79.5%+19.6pp | 82.4%+16.7pp | 69.0%+30.1pp |
| Annual return | 8.67% | 9.63%-1.0pp | 7.63%+1.0pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,137 | $3,430+49.8% | $4,036+27.3% | $1,963+161.8% |
| Participant deferral / active EE | $8,716 | $4,954+75.9% | $4,899+77.9% | $3,054+185.4% |
| Admin fee / account holder | $123 | $539-77.1% | $6,220-98.0% | $504-75.5% |