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 |
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 | $88,147 | $45,087+95.5% | $69,483+26.9% | $72,976+20.8% |
| Participation rate | 90.3% | 68.5%+21.8pp | 74.6%+15.7pp | 69.5%+20.8pp |
| Annual return | 20.88% | 22.67%-1.8pp | 28.99%-8.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $12,460 | $2,055+506.3% | $2,780+348.2% | $2,440+410.6% |
| Participant deferral / active EE | $7,357 | $2,603+182.6% | $3,537+108.0% | $3,608+103.9% |
| Admin fee / account holder | $12 | $3,057-99.6% | $3,841-99.7% | $5,124-99.8% |