Filed April 28, 2020
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,643 | $77,677-36.1% | $109,188-54.5% | $79,389-37.5% |
| Participation rate | 72.5% | 67.8%+4.7pp | 75.9%-3.4pp | 70.7%+1.8pp |
| Annual return | 13.79% | 23.44%-9.7pp | 25.76%-12.0pp | 116.89%-103.1pp |
| Employer contribution / active EE | $2,091 | $2,798-25.3% | $3,723-43.8% | $2,428-13.9% |
| Participant deferral / active EE | $5,094 | $3,517+44.8% | $4,654+9.5% | $4,046+25.9% |
| Admin fee / account holder | $86 | $732-88.3% | $6,755-98.7% | $626-86.3% |