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 |
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 | $87,900 | $176,471-50.2% | $95,968-8.4% | $90,274-2.6% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.4pp |
| Annual return | 13.50% | 20.15%-6.6pp | 91.65%-78.2pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,338 | $2,783-51.9% | $2,542-47.4% | $2,523-47.0% |
| Participant deferral / active EE | $5,962 | $5,325+12.0% | $4,167+43.1% | $4,231+40.9% |
| Admin fee / account holder | $62 | $154-59.8% | $6,798-99.1% | $114-45.7% |