Filed December 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,885 |
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 | $80,771 | $47,766+69.1% | $82,763-2.4% | $64,824+24.6% |
| Participation rate | 95.5% | 67.7%+27.8pp | 72.6%+22.9pp | 71.5%+24.0pp |
| Annual return | -16.44% | -13.06%-3.4pp | 702.45%-718.9pp | 32.84%-49.3pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $9,621 | $3,332+188.7% | $4,395+118.9% | $4,311+123.2% |
| Admin fee / account holder | $21 | $143-85.6% | $5,325-99.6% | $188-89.0% |