Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $401,504 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,737 | $158,120-78.0% | $68,509-49.3% | $69,651-50.1% |
| Participation rate | 89.3% | 88.0%+1.3pp | 74.7%+14.6pp | 66.6%+22.7pp |
| Annual return | 2.62% | 3.41%-0.8pp | 8.27%-5.6pp | 53.77%-51.1pp |
| Employer contribution / active EE | $3,628 | $5,427-33.2% | $2,278+59.3% | $2,241+61.9% |
| Participant deferral / active EE | $0 | $7,897-100.0% | $3,382-100.0% | $3,635-100.0% |
| Admin fee / account holder | $33 | $74-55.2% | $5,275-99.4% | $63-47.8% |