Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,201 | $94,621+60.9% | $138,135+10.2% | $73,415+107.3% |
| Participation rate | 96.1% | 83.4%+12.7pp | 78.7%+17.4pp | 72.2%+24.0pp |
| Annual return | 24.44% | 16.57%+7.9pp | 20.51%+3.9pp | 59.30%-34.9pp |
| Employer contribution / active EE | $6,737 | $4,410+52.8% | $5,587+20.6% | $2,234+201.6% |
| Participant deferral / active EE | $11,469 | $6,199+85.0% | $6,431+78.3% | $3,806+201.3% |
| Admin fee / account holder | $24 | $140-82.9% | $11,856-99.8% | $158-84.8% |