Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,870 | $78,976+37.9% | $100,383+8.5% | $74,546+46.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.54% | 20.62%-4.1pp | 49.26%-32.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $6,566 | $3,019+117.5% | $3,944+66.5% | $2,624+150.2% |
| Participant deferral / active EE | $10,023 | $7,758+29.2% | $8,086+24.0% | $4,347+130.6% |
| Admin fee / account holder | $96 | $1,330-92.8% | $7,900-98.8% | $1,944-95.1% |