Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,799 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,843 | $69,477+35.1% | $94,679-0.9% | $71,495+31.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 21.85% | 29.66%-7.8pp | 156.75%-134.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $6,436 | $2,853+125.6% | $3,673+75.2% | $2,589+148.5% |
| Participant deferral / active EE | $9,229 | $7,345+25.7% | $7,417+24.4% | $4,291+115.1% |
| Admin fee / account holder | $94 | $1,210-92.2% | $7,233-98.7% | $1,588-94.1% |