Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,073 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,650 | $65,960+129.9% | $81,882+85.2% | $77,762+95.0% |
| Participation rate | 91.0% | 65.8%+25.3pp | 72.4%+18.6pp | 70.6%+20.4pp |
| Annual return | 13.68% | 26.64%-13.0pp | 779.47%-765.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $11,131 | $2,375+368.7% | $2,916+281.7% | $2,728+308.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $52 | $526-90.0% | $7,360-99.3% | $433-87.9% |