Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $196,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,312 | $76,209-10.4% | $81,370-16.0% | $200,096-65.9% |
| Participation rate | 90.6% | 76.4%+14.2pp | 69.5%+21.1pp | 72.0%+18.6pp |
| Annual return | 11.10% | 15.55%-4.5pp | 24.85%-13.8pp | 34.26%-23.2pp |
| Employer contribution / active EE | $1,678 | $2,807-40.2% | $2,464-31.9% | $3,038-44.8% |
| Participant deferral / active EE | $3,416 | $4,210-18.8% | $3,885-12.1% | $5,090-32.9% |
| Admin fee / account holder | $79 | $146-45.9% | $5,749-98.6% | $269-70.7% |