Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,472 | $58,320+29.4% | $86,438-12.7% | $66,938+12.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.58% | -9.71%-7.9pp | 4397.19%-4414.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $5,746 | $2,615+119.7% | $3,769+52.4% | $2,545+125.8% |
| Participant deferral / active EE | $8,041 | $6,899+16.5% | $6,952+15.7% | $4,238+89.7% |
| Admin fee / account holder | $99 | $546-81.9% | $6,733-98.5% | $594-83.4% |