Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,676 |
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 | $47,002 | $54,890-14.4% | $63,244-25.7% | $59,188-20.6% |
| Participation rate | 95.9% | 75.6%+20.3pp | 71.0%+24.8pp | 69.4%+26.4pp |
| Annual return | 2.04% | 4.56%-2.5pp | -70.31%+72.3pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,060 | $1,831-42.1% | $2,322-54.4% | $2,098-49.5% |
| Participant deferral / active EE | $1,919 | $2,803-31.5% | $2,953-35.0% | $3,265-41.2% |
| Admin fee / account holder | $10 | $66-84.4% | $5,893-99.8% | $92-88.8% |