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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,654 | $46,292-35.9% | $143,757-79.4% | $64,808-54.2% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -16.32% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,092 | $1,910+9.5% | $4,951-57.7% | $2,506-16.5% |
| Participant deferral / active EE | $2,227 | $2,646-15.8% | $5,637-60.5% | $4,310-48.3% |
| Admin fee / account holder | $67 | $154-56.6% | $14,673-99.5% | $188-64.5% |