Filed February 23, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISORS INC Service code 27 · EIN 23-2811930 | Advisory (Plan) | $72,240 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $15,024 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 16.25% | 12.23%+4.0pp | 10.36%+5.9pp | 13.95%+2.3pp |
| Employer contribution / active EE | $23,756 | $18,059+31.5% | $37,738-37.1% | $16,598+43.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |