Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $346,068 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,900 | $176,491-50.2% | $95,952-8.4% | $90,288-2.6% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.4pp |
| Annual return | 13.50% | 20.14%-6.6pp | 91.61%-78.1pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,338 | $2,789-52.0% | $2,541-47.3% | $2,524-47.0% |
| Participant deferral / active EE | $5,962 | $5,340+11.7% | $4,167+43.1% | $4,232+40.9% |
| Admin fee / account holder | $62 | $154-59.8% | $6,795-99.1% | $114-45.7% |