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 | $53,204+71.5% | $155,556-41.4% | $200,096-54.4% |
| Participation rate | 97.0% | 64.1%+32.9pp | 78.2%+18.8pp | 72.0%+25.0pp |
| Annual return | 14.06% | 41.02%-27.0pp | 64.84%-50.8pp | 34.26%-20.2pp |
| Employer contribution / active EE | $3,338 | $1,850+80.4% | $4,675-28.6% | $3,038+9.9% |
| Participant deferral / active EE | $6,326 | $3,163+100.0% | $5,631+12.3% | $5,090+24.3% |
| Admin fee / account holder | $112 | $186-39.7% | $15,885-99.3% | $269-58.4% |