Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,052 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,841 |
REGIONAL ENTERPRISES1 year Filed as: REGIONAL ENTERPRISES INC. Service code 16 · EIN 39-1555837 | Consulting | $16,782 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,462 | $56,540+68.8% | $185,851-48.6% | $86,821+10.0% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.6pp |
| Annual return | 13.52% | 118.20%-104.7pp | 122.11%-108.6pp | 97.94%-84.4pp |
| Employer contribution / active EE | $2,794 | $1,844+51.5% | $5,168-45.9% | $2,406+16.1% |
| Participant deferral / active EE | $5,862 | $2,555+129.4% | $5,569+5.3% | $4,132+41.9% |
| Admin fee / account holder | $124 | $150-17.2% | $16,245-99.2% | $170-26.9% |