Filed May 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,115 |
Service code 10 3150 ALMADEN EXRESSWAY · SAN JOSE, CA 95118 | Accounting | $6,010 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,504 | $65,437-9.1% | $86,698-31.4% | $66,949-11.1% |
| Participation rate | 98.2% | 75.5%+22.7pp | 76.6%+21.6pp | 69.8%+28.3pp |
| Annual return | -15.27% | -10.91%-4.4pp | 35.96%-51.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $4,012 | $2,154+86.3% | $2,837+41.4% | $2,545+57.6% |
| Participant deferral / active EE | $11,799 | $4,102+187.6% | $4,656+153.4% | $4,239+178.3% |
| Admin fee / account holder | $45 | $642-93.0% | $7,492-99.4% | $594-92.5% |