Filed October 15, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $630 |
Filed as: FIDELITY INVESTMENTS INST OPER COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,421 | $52,467+116.2% | $57,196+98.3% | $55,167+105.6% |
| Participation rate | 82.8% | 75.8%+6.9pp | 75.3%+7.5pp | 69.0%+13.8pp |
| Annual return | 7.48% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $4,051 | $2,477+63.5% | $2,683+51.0% | $1,963+106.4% |
| Participant deferral / active EE | $5,885 | $2,830+107.9% | $3,096+90.1% | $3,054+92.7% |
| Admin fee / account holder | $3 | $269-98.8% | $3,141-99.9% | $504-99.4% |