Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,650 | $65,908+130.1% | $81,812+85.4% | $77,643+95.3% |
| Participation rate | 91.0% | 65.8%+25.2pp | 72.3%+18.7pp | 70.6%+20.5pp |
| Annual return | 13.68% | 26.64%-13.0pp | 773.79%-760.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $11,131 | $2,370+369.6% | $2,912+282.2% | $2,726+308.4% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $52 | $526-90.0% | $7,386-99.3% | $430-87.8% |