Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $390,091 |
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 | $47,625 | $187,373-74.6% | $91,004-47.7% | $80,976-41.2% |
| Participation rate | 84.7% | 87.5%-2.8pp | 75.6%+9.1pp | 68.3%+16.4pp |
| Annual return | 19.29% | 16.95%+2.3pp | 4.60%+14.7pp | 22.91%-3.6pp |
| Employer contribution / active EE | $4,130 | $5,838-29.3% | $2,456+68.2% | $2,402+71.9% |
| Participant deferral / active EE | $0 | $8,375-100.0% | $3,548-100.0% | $3,848-100.0% |
| Admin fee / account holder | $31 | $91-66.6% | $5,417-99.4% | $67-54.7% |