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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,565 |
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 | $135,267 | $52,722+156.6% | $90,461+49.5% | $73,412+84.3% |
| Participation rate | 88.8% | 67.7%+21.1pp | 72.7%+16.2pp | 72.2%+16.7pp |
| Annual return | 16.78% | 20.70%-3.9pp | 1294.76%-1278.0pp | 59.30%-42.5pp |
| Employer contribution / active EE | $9,113 | $1,872+386.9% | $3,264+179.2% | $2,234+308.0% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $18 | $117-84.7% | $5,617-99.7% | $158-88.6% |