Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $329,442 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,101 |
Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,568 | $110,258-20.6% | $102,460-14.5% | $200,096-56.2% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.5pp |
| Annual return | 12.80% | 35.78%-23.0pp | 29.47%-16.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,987 | $3,605-44.9% | $3,025-34.3% | $3,038-34.6% |
| Participant deferral / active EE | $6,451 | $6,377+1.2% | $5,056+27.6% | $5,090+26.7% |
| Admin fee / account holder | $54 | $122-55.7% | $9,460-99.4% | $269-79.9% |