Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,655 |
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 | $69,816 | $58,655+19.0% | $91,994-24.1% | $65,185+7.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 27.99% | 33.92%-5.9pp | 69.04%-41.0pp | 29.38%-1.4pp |
| Employer contribution / active EE | $4,475 | $2,080+115.1% | $3,453+29.6% | $2,177+105.6% |
| Participant deferral / active EE | $6,064 | $5,474+10.8% | $5,924+2.4% | $3,514+72.6% |
| Admin fee / account holder | $94 | $434-78.4% | $7,744-98.8% | $847-88.9% |