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 | $6,734 |
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 | $83,970 | $52,722+59.3% | $90,461-7.2% | $73,412+14.4% |
| Participation rate | 96.6% | 67.7%+28.9pp | 72.7%+24.0pp | 72.2%+24.5pp |
| Annual return | 17.16% | 20.70%-3.5pp | 1294.76%-1277.6pp | 59.30%-42.1pp |
| Employer contribution / active EE | $12 | $1,872-99.4% | $3,264-99.6% | $2,234-99.5% |
| Participant deferral / active EE | $8,872 | $2,810+215.7% | $3,964+123.8% | $3,806+133.1% |
| Admin fee / account holder | $10 | $117-91.2% | $5,617-99.8% | $158-93.5% |