Filed December 16, 2020 (most recent of 2 filings on file)
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| 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 | $66,004+72.9% | $81,820+39.5% | $77,714+46.8% |
| Participation rate | 94.7% | 65.8%+28.9pp | 72.4%+22.3pp | 70.6%+24.1pp |
| Annual return | 14.30% | 26.65%-12.4pp | 777.93%-763.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $11,511 | $3,508+228.2% | $4,323+166.3% | $4,649+147.6% |
| Admin fee / account holder | $39 | $527-92.5% | $7,391-99.5% | $433-90.9% |