Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 P.O. BOX 1101 · VALLEY FORGE, PA 194821101 | Recordkeeping | $33,105 |
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 | $19,405 | $37,117-47.7% | $147,617-86.9% | $55,191-64.8% |
| Participation rate | 96.1% | 63.6%+32.5pp | 84.6%+11.5pp | 69.2%+26.9pp |
| Annual return | 0.15% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,293 | $1,620-20.2% | $5,564-76.8% | $1,899-31.9% |
| Participant deferral / active EE | $1,003 | $1,985-49.5% | $4,895-79.5% | $3,046-67.1% |
| Admin fee / account holder | $41 | $86-52.6% | $11,612-99.7% | $91-55.4% |