Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,294 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,600 | $38,925+48.0% | $73,836-22.0% | $55,191+4.4% |
| Participation rate | 75.4% | 66.0%+9.4pp | 73.4%+2.0pp | 69.2%+6.3pp |
| Annual return | -0.19% | 6.31%-6.5pp | 2268.06%-2268.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $55 | $1,695-96.7% | $2,787-98.0% | $1,899-97.1% |
| Participant deferral / active EE | $5,485 | $2,351+133.3% | $3,583+53.1% | $3,046+80.0% |
| Admin fee / account holder | $5 | $83-93.6% | $4,882-99.9% | $91-94.1% |