Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $425,270 |
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 | $44,646 | $173,253-74.2% | $80,022-44.2% | $73,367-39.1% |
| Participation rate | 90.6% | 88.8%+1.8pp | 75.8%+14.8pp | 69.5%+21.2pp |
| Annual return | -1.21% | -2.12%+0.9pp | 11.22%-12.4pp | 173.45%-174.7pp |
| Employer contribution / active EE | $4,369 | $6,338-31.1% | $2,468+77.0% | $2,499+74.8% |
| Participant deferral / active EE | $0 | $8,893-100.0% | $3,686-100.0% | $4,033-100.0% |
| Admin fee / account holder | $31 | $90-65.7% | $6,521-99.5% | $68-54.9% |