Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,181 | $58,344+159.1% | $98,477+53.5% | $86,813+74.1% |
| Participation rate | 85.4% | 68.4%+17.0pp | 73.3%+12.0pp | 72.3%+13.1pp |
| Annual return | 14.05% | 43.47%-29.4pp | 1493.59%-1479.5pp | 97.93%-83.9pp |
| Employer contribution / active EE | $9,300 | $2,008+363.2% | $2,961+214.1% | $2,406+286.5% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $7 | $138-95.3% | $5,951-99.9% | $170-96.2% |