Filed April 26, 2019 (most recent of 2 filings on file)
Total covered: 20 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $39,981 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,544 | $133,040+131.9% | $119,258+158.7% | $79,391+288.6% |
| Participation rate | 99.1% | 80.9%+18.2pp | 82.7%+16.3pp | 70.7%+28.4pp |
| Annual return | 12.94% | 20.05%-7.1pp | 30.69%-17.8pp | 116.88%-103.9pp |
| Employer contribution / active EE | $7,161 | $4,390+63.1% | $4,384+63.3% | $2,428+195.0% |
| Participant deferral / active EE | $12,464 | $6,448+93.3% | $6,111+104.0% | $4,046+208.1% |
| Admin fee / account holder | $137 | $686-80.0% | $7,226-98.1% | $627-78.1% |