Filed December 16, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,103 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,386 | $52,188+176.7% | $86,640+66.6% | $74,460+93.9% |
| Participation rate | 88.2% | 66.3%+21.9pp | 71.7%+16.5pp | 70.7%+17.5pp |
| Annual return | 18.95% | 44.46%-25.5pp | 592.52%-573.6pp | 34.38%-15.4pp |
| Employer contribution / active EE | $10,189 | $2,282+346.5% | $3,024+236.9% | $2,638+286.2% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,530-100.0% |
| Admin fee / account holder | $52 | $319-83.7% | $5,616-99.1% | $348-85.1% |