Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,018 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,221 | $53,199+71.5% | $155,567-41.4% | $199,768-54.3% |
| Participation rate | 97.0% | 64.1%+32.8pp | 78.2%+18.8pp | 72.0%+25.0pp |
| Annual return | 14.06% | 41.17%-27.1pp | 64.74%-50.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $3,338 | $1,852+80.2% | $4,674-28.6% | $3,037+9.9% |
| Participant deferral / active EE | $6,326 | $3,163+100.0% | $5,628+12.4% | $5,090+24.3% |
| Admin fee / account holder | $112 | $186-39.6% | $15,916-99.3% | $269-58.3% |