Filed October 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,828 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $24,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,602 | $50,902+30.8% | $155,534-57.2% | $77,736-14.3% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 16.53% | 34.85%-18.3pp | 64.92%-48.4pp | 31.26%-14.7pp |
| Employer contribution / active EE | $4,194 | $1,991+110.6% | $4,675-10.3% | $2,728+53.8% |
| Participant deferral / active EE | $6,947 | $2,824+146.0% | $5,630+23.4% | $4,651+49.4% |
| Admin fee / account holder | $139 | $437-68.2% | $15,900-99.1% | $433-68.0% |