Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,045 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,789 | $72,482+72.2% | $129,118-3.4% | $64,829+92.5% |
| Participation rate | 95.9% | 79.2%+16.7pp | 77.2%+18.7pp | 71.5%+24.5pp |
| Annual return | -11.79% | -9.08%-2.7pp | -10.94%-0.8pp | 32.85%-44.6pp |
| Employer contribution / active EE | $6,330 | $4,247+49.0% | $5,051+25.3% | $2,507+152.5% |
| Participant deferral / active EE | $10,494 | $5,679+84.8% | $6,539+60.5% | $4,312+143.4% |
| Admin fee / account holder | $22 | $144-84.7% | $14,305-99.8% | $188-88.2% |