Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $174,575 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Other investment fees and expenses; C... | $5,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,405 | $135,240+24.5% | $170,055-1.0% | $96,393+74.7% |
| Participation rate | 96.4% | 86.5%+9.9pp | 87.0%+9.3pp | 71.3%+25.1pp |
| Annual return | 19.71% | 22.04%-2.3pp | 53.43%-33.7pp | 22.88%-3.2pp |
| Employer contribution / active EE | $1,663 | $5,029-66.9% | $6,790-75.5% | $3,239-48.6% |
| Participant deferral / active EE | $6,746 | $8,138-17.1% | $10,410-35.2% | $5,455+23.7% |
| Admin fee / account holder | $0 | $85-99.9% | $12,828-100.0% | $74-99.9% |