Filed March 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $546 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $480 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $100,716 | $45,050+123.6% | $63,018+59.8% | $70,126+43.6% |
| Participation rate | 70.5% | 69.5%+1.0pp | 74.8%-4.3pp | 69.5%+1.0pp |
| Annual return | 15.28% | 18.76%-3.5pp | 87.62%-72.3pp | 73.15%-57.9pp |
| Employer contribution / active EE | $11,067 | $2,052+439.3% | $2,761+300.9% | $2,343+372.4% |
| Participant deferral / active EE | $5,578 | $2,466+126.2% | $3,330+67.5% | $3,332+67.4% |
| Admin fee / account holder | $9 | $2,834-99.7% | $3,601-99.7% | $4,645-99.8% |