Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,995 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,175 | $58,758-23.1% | $69,779-35.3% | $63,975-29.4% |
| Participation rate | 98.7% | 77.5%+21.2pp | 71.8%+26.9pp | 71.1%+27.6pp |
| Annual return | 4.31% | 18.05%-13.7pp | 12.99%-8.7pp | 48.65%-44.3pp |
| Employer contribution / active EE | $1,096 | $1,973-44.5% | $2,338-53.1% | $2,182-49.8% |
| Participant deferral / active EE | $1,990 | $2,912-31.7% | $2,931-32.1% | $3,356-40.7% |
| Admin fee / account holder | $10 | $71-86.2% | $4,381-99.8% | $70-86.0% |