Filed April 28, 2020
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,230 |
SIMON LEVER LLC1 year Filed as: SIMON LEVER LLP Service code 10 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $8,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,191 | $76,696-37.2% | $96,538-50.1% | $71,529-32.6% |
| Participation rate | 90.0% | 66.6%+23.4pp | 74.3%+15.7pp | 67.9%+22.1pp |
| Annual return | 19.07% | 48.32%-29.2pp | 35.74%-16.7pp | 28.97%-9.9pp |
| Employer contribution / active EE | $2,786 | $3,032-8.1% | $3,740-25.5% | $2,590+7.6% |
| Participant deferral / active EE | $6,689 | $3,770+77.4% | $4,880+37.1% | $4,291+55.9% |
| Admin fee / account holder | $129 | $2,030-93.6% | $6,737-98.1% | $1,588-91.9% |