Filed January 23, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,660 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,223 | $80,005-42.2% | $140,016-67.0% | $55,725-17.1% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.2pp |
| Annual return | -5.19% | 0.46%-5.6pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,695 | $3,403+38.0% | $5,606-16.2% | $2,078+125.9% |
| Participant deferral / active EE | $5,396 | $5,264+2.5% | $6,927-22.1% | $3,356+60.8% |
| Admin fee / account holder | $90 | $116-21.8% | $10,705-99.2% | $115-21.5% |