Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,855 |
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 | $130,575 | $102,642+27.2% | $142,562-8.4% | $74,478+75.3% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.8%+18.3pp | 70.7%+24.3pp |
| Annual return | 13.28% | 20.46%-7.2pp | 20.13%-6.9pp | 34.37%-21.1pp |
| Employer contribution / active EE | $6,309 | $4,956+27.3% | $4,841+30.3% | $2,637+139.3% |
| Participant deferral / active EE | $10,249 | $6,304+62.6% | $6,280+63.2% | $4,530+126.2% |
| Admin fee / account holder | $22 | $187-88.0% | $10,012-99.8% | $347-93.6% |