Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,236 |
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 | $120,410 | $54,237+122.0% | $90,304+33.3% | $67,579+78.2% |
| Participation rate | 84.1% | 68.6%+15.5pp | 73.3%+10.8pp | 71.3%+12.8pp |
| Annual return | 22.35% | 37.27%-14.9pp | 78.13%-55.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $7,420 | $1,846+302.0% | $2,855+159.9% | $2,148+245.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $12 | $123-90.3% | $5,354-99.8% | $142-91.6% |