Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,770 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,978 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,095 | $50,150+63.7% | $149,723-45.2% | $80,169+2.4% |
| Participation rate | 97.6% | 64.3%+33.3pp | 78.8%+18.8pp | 72.9%+24.6pp |
| Annual return | 17.84% | 29.80%-12.0pp | 134.50%-116.7pp | 40.39%-22.6pp |
| Employer contribution / active EE | $3,216 | $1,868+72.1% | $4,821-33.3% | $2,978+8.0% |
| Participant deferral / active EE | $5,999 | $3,195+87.8% | $5,682+5.6% | $5,016+19.6% |
| Admin fee / account holder | $105 | $153-30.9% | $13,215-99.2% | $145-27.2% |