Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,567 |
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 | $33,252 | $48,313-31.2% | $73,309-54.6% | $52,331-36.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | 1.13% | 3.85%-2.7pp | 5.67%-4.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,079 | $1,661+145.6% | $3,237+26.0% | $1,882+116.8% |
| Participant deferral / active EE | $5,624 | $4,189+34.3% | $4,991+12.7% | $3,022+86.1% |
| Admin fee / account holder | $65 | $404-84.0% | $5,635-98.9% | $592-89.1% |