Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,385 |
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 | $121,713 | $64,457+88.8% | $111,392+9.3% | $55,727+118.4% |
| Participation rate | 97.4% | 79.7%+17.7pp | 78.9%+18.5pp | 70.9%+26.5pp |
| Annual return | -9.13% | -19.97%+10.8pp | -2.06%-7.1pp | 244.94%-254.1pp |
| Employer contribution / active EE | $6,421 | $3,956+62.3% | $4,328+48.4% | $2,078+209.0% |
| Participant deferral / active EE | $11,021 | $5,219+111.2% | $5,567+98.0% | $3,356+228.4% |
| Admin fee / account holder | $16 | $112-85.4% | $12,266-99.9% | $115-85.8% |