Filed April 28, 2020
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,714 |
SIMON LEVER LLC2 years Filed as: SIMON LEVER LLP Service code 10 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $9,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,826 | $80,781-27.2% | $102,437-42.6% | $74,478-21.0% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 19.87% | 27.58%-7.7pp | 24.95%-5.1pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $3,573 | $3,160+13.1% | $3,871-7.7% | $2,626+36.1% |
| Participant deferral / active EE | $7,904 | $3,862+104.7% | $5,060+56.2% | $4,350+81.7% |
| Admin fee / account holder | $138 | $2,372-94.2% | $8,388-98.4% | $1,946-92.9% |