Filed April 28, 2020
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,296 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,021 | $64,176-37.6% | $112,263-64.4% | $66,949-40.2% |
| Participation rate | 82.1% | 68.4%+13.6pp | 75.1%+7.0pp | 69.8%+12.3pp |
| Annual return | -16.84% | -13.80%-3.0pp | 27.49%-44.3pp | 1.57%-18.4pp |
| Employer contribution / active EE | $2,527 | $3,007-16.0% | $3,636-30.5% | $2,545-0.7% |
| Participant deferral / active EE | $6,554 | $3,694+77.4% | $4,729+38.6% | $4,239+54.6% |
| Admin fee / account holder | $83 | $626-86.7% | $6,410-98.7% | $594-86.0% |