Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $64,479 |
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 | $104,587 | $46,173+126.5% | $170,435-38.6% | $69,631+50.2% |
| Participation rate | 98.1% | 63.9%+34.2pp | 83.6%+14.5pp | 70.7%+27.4pp |
| Annual return | 15.37% | 21.62%-6.2pp | 205.94%-190.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $2,431 | $1,610+51.0% | $5,432-55.3% | $2,032+19.6% |
| Participant deferral / active EE | $4,788 | $2,080+130.2% | $4,939-3.1% | $3,224+48.5% |
| Admin fee / account holder | $81 | $116-29.7% | $13,881-99.4% | $110-26.2% |