Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,382 |
KPMG LLP1+ years Service code 99 · EIN 13-5565207 | Other Fees | $15,000 |
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 | $67,834 | $80,211-15.4% | $74,184-8.6% | $63,975+6.0% |
| Participation rate | 82.6% | 84.2%-1.6pp | 76.6%+5.9pp | 71.1%+11.4pp |
| Annual return | 10.88% | 14.13%-3.2pp | 17.74%-6.9pp | 48.65%-37.8pp |
| Employer contribution / active EE | $3,781 | $2,553+48.1% | $2,370+59.5% | $2,182+73.3% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $29 | $67-56.3% | $5,586-99.5% | $70-58.3% |