Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $222,330 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $116,435 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,198 | $52,960+115.6% | $86,656+31.8% | $80,169+42.4% |
| Participation rate | 99.1% | 62.4%+36.7pp | 71.7%+27.4pp | 72.9%+26.2pp |
| Annual return | 16.51% | 24.84%-8.3pp | 593.09%-576.6pp | 40.39%-23.9pp |
| Employer contribution / active EE | $7,844 | $2,138+266.9% | $3,025+159.3% | $2,978+163.4% |
| Participant deferral / active EE | $5,314 | $3,226+64.7% | $4,439+19.7% | $5,016+5.9% |
| Admin fee / account holder | $185 | $113+63.6% | $5,619-96.7% | $145+27.7% |