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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,616 |
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 | $114,120 | $65,960+73.0% | $81,882+39.4% | $77,762+46.8% |
| Participation rate | 94.7% | 65.8%+28.9pp | 72.4%+22.3pp | 70.6%+24.1pp |
| Annual return | 14.30% | 26.64%-12.3pp | 779.47%-765.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,511 | $3,505+228.4% | $4,323+166.3% | $4,651+147.5% |
| Admin fee / account holder | $39 | $526-92.5% | $7,360-99.5% | $433-90.9% |