Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,343 |
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 | $47,687 | $123,286-61.3% | $75,501-36.8% | $77,958-38.8% |
| Participation rate | 98.3% | 78.8%+19.5pp | 72.4%+25.9pp | 71.6%+26.6pp |
| Annual return | 11.10% | 20.45%-9.4pp | 27.35%-16.3pp | 20.87%-9.8pp |
| Employer contribution / active EE | $1,241 | $2,035-39.0% | $2,352-47.2% | $2,310-46.3% |
| Participant deferral / active EE | $2,138 | $3,095-30.9% | $3,142-32.0% | $3,537-39.5% |
| Admin fee / account holder | $10 | $144-93.3% | $5,801-99.8% | $97-90.0% |