Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $123,525 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $51,122 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,554 | $43,236+127.9% | $82,763+19.1% | $77,906+26.5% |
| Participation rate | 97.6% | 64.2%+33.4pp | 72.6%+25.0pp | 73.7%+23.9pp |
| Annual return | 1.94% | 2.40%-0.5pp | 702.45%-700.5pp | 12.16%-10.2pp |
| Employer contribution / active EE | $4,176 | $1,924+117.0% | $3,008+38.8% | $2,846+46.7% |
| Participant deferral / active EE | $2,466 | $3,069-19.6% | $4,395-43.9% | $4,805-48.7% |
| Admin fee / account holder | $93 | $102-9.2% | $5,325-98.3% | $133-29.8% |