Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,571 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,381 | $58,344+61.8% | $98,506-4.2% | $86,821+8.7% |
| Participation rate | 96.3% | 68.4%+27.9pp | 73.3%+23.0pp | 72.3%+24.0pp |
| Annual return | 17.60% | 43.47%-25.9pp | 1494.92%-1477.3pp | 97.94%-80.3pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $9,264 | $3,156+193.6% | $4,277+116.6% | $4,132+124.2% |
| Admin fee / account holder | $2 | $138-98.3% | $5,955-100.0% | $170-98.7% |