Filed April 12, 2021
Total covered: 110 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,596 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,149 | $61,338+74.7% | $149,717-28.4% | $71,495+49.9% |
| Participation rate | 92.1% | 62.5%+29.6pp | 78.8%+13.4pp | 67.9%+24.2pp |
| Annual return | 14.46% | 35.86%-21.4pp | 134.41%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $20 | $2,381-99.2% | $4,820-99.6% | $2,589-99.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $109 | $1,263-91.3% | $13,213-99.2% | $1,588-93.1% |