Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,353 |
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 | $81,629 | $39,859+104.8% | $78,676+3.8% | $57,658+41.6% |
| Participation rate | 84.5% | 66.1%+18.4pp | 73.6%+10.9pp | 70.2%+14.3pp |
| Annual return | 9.46% | 18.96%-9.5pp | 62.19%-52.7pp | 5.13%+4.3pp |
| Employer contribution / active EE | $7,693 | $1,786+330.8% | $2,850+169.9% | $1,974+289.8% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $11 | $76-85.5% | $4,510-99.8% | $95-88.3% |