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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,625 |
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 | $49,969 | $39,859+25.4% | $78,676-36.5% | $57,658-13.3% |
| Participation rate | 93.9% | 66.1%+27.8pp | 73.6%+20.3pp | 70.2%+23.7pp |
| Annual return | 8.98% | 18.96%-10.0pp | 62.19%-53.2pp | 5.13%+3.8pp |
| Employer contribution / active EE | $15 | $1,786-99.2% | $2,850-99.5% | $1,974-99.3% |
| Participant deferral / active EE | $5,988 | $2,248+166.4% | $3,517+70.3% | $3,061+95.7% |
| Admin fee / account holder | $5 | $76-93.9% | $4,510-99.9% | $95-95.1% |