Filed February 23, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISORS INC Service code 27 · EIN 23-2811930 | Advisory (Plan) | $78,052 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $17,165 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 22.55% | 18.13%+4.4pp | 14.64%+7.9pp | 16.32%+6.2pp |
| Employer contribution / active EE | $8,403 | $23,138-63.7% | $41,831-79.9% | $17,007-50.6% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |