Filed October 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $690 |
Filed as: FIDELITY INVESTMENTS INST OPER COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $460 |
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 | $131,542 | $57,976+126.9% | $63,005+108.8% | $62,293+111.2% |
| Participation rate | 77.5% | 75.9%+1.6pp | 74.8%+2.7pp | 69.5%+8.0pp |
| Annual return | 18.41% | 17.54%+0.9pp | 87.59%-69.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $4,094 | $2,415+69.5% | $2,760+48.3% | $2,042+100.5% |
| Participant deferral / active EE | $5,690 | $2,956+92.5% | $3,329+70.9% | $3,169+79.5% |
| Admin fee / account holder | $3 | $276-98.8% | $3,599-99.9% | $479-99.3% |