Filed April 12, 2021
Total covered: 110 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,054 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $58,113 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,900 | $53,254-0.7% | $155,574-66.0% | $199,921-73.5% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 13.61% | 41.18%-27.6pp | 64.87%-51.3pp | 34.28%-20.7pp |
| Employer contribution / active EE | $3,856 | $1,848+108.7% | $4,676-17.5% | $3,035+27.0% |
| Participant deferral / active EE | $5,356 | $3,165+69.2% | $5,629-4.8% | $5,089+5.3% |
| Admin fee / account holder | $89 | $186-51.9% | $15,914-99.4% | $269-66.9% |