Filed April 19, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,588 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,121 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,899 | $117,025-56.5% | $91,541-44.4% | $85,563-40.5% |
| Participation rate | 99.3% | 64.2%+35.1pp | 69.8%+29.5pp | 66.0%+33.4pp |
| Annual return | 12.00% | 18.02%-6.0pp | 20.50%-8.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $3,420 | $2,120+61.3% | $2,505+36.6% | $2,654+28.9% |
| Participant deferral / active EE | $3,569 | $3,446+3.6% | $4,008-11.0% | $4,375-18.4% |
| Admin fee / account holder | $32 | $1,242-97.4% | $6,956-99.5% | $834-96.1% |