Filed March 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,571 | $50,169-35.1% | $149,740-78.2% | $80,187-59.4% |
| Participation rate | 96.0% | 64.3%+31.7pp | 78.8%+17.2pp | 72.9%+23.0pp |
| Annual return | 14.11% | 29.82%-15.7pp | 134.51%-120.4pp | 40.40%-26.3pp |
| Employer contribution / active EE | $2,543 | $1,869+36.0% | $4,821-47.3% | $2,980-14.7% |
| Participant deferral / active EE | $3,473 | $3,194+8.7% | $5,683-38.9% | $5,016-30.8% |
| Admin fee / account holder | $64 | $153-57.8% | $13,222-99.5% | $145-55.6% |