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 | $79,045+37.7% | $100,378+8.5% | $74,429+46.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.54% | 20.61%-4.1pp | 49.41%-32.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $6,566 | $3,015+117.8% | $3,942+66.6% | $2,625+150.1% |
| Participant deferral / active EE | $10,023 | $7,751+29.3% | $8,087+23.9% | $4,348+130.5% |
| Admin fee / account holder | $96 | $1,335-92.8% | $7,899-98.8% | $1,944-95.1% |