Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,386 | $52,208+176.6% | $86,612+66.7% | $74,419+94.0% |
| Participation rate | 88.2% | 66.3%+21.9pp | 71.7%+16.5pp | 70.7%+17.5pp |
| Annual return | 18.95% | 44.46%-25.5pp | 591.07%-572.1pp | 34.38%-15.4pp |
| Employer contribution / active EE | $10,189 | $2,282+346.5% | $3,022+237.1% | $2,637+286.3% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $52 | $319-83.7% | $5,614-99.1% | $348-85.1% |