Filed November 5, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,474 |
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 | $59,374 | $72,066-17.6% | $81,726-27.3% | $90,274-34.2% |
| Participation rate | 97.8% | 78.9%+18.9pp | 72.0%+25.8pp | 73.4%+24.4pp |
| Annual return | 10.34% | 15.92%-5.6pp | 29.49%-19.2pp | 53.97%-43.6pp |
| Employer contribution / active EE | $1,353 | $2,335-42.0% | $4,311-68.6% | $2,523-46.4% |
| Participant deferral / active EE | $2,592 | $3,557-27.1% | $7,108-63.5% | $4,231-38.7% |
| Admin fee / account holder | $17 | $92-81.9% | $5,160-99.7% | $114-85.3% |