Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,979 |
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 | $57,221 | $77,197-25.9% | $86,615-33.9% | $93,010-38.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 71.6%+26.1pp | 73.9%+23.9pp |
| Annual return | 11.04% | 16.31%-5.3pp | 63.51%-52.5pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,536 | $2,514-38.9% | $2,496-38.4% | $2,705-43.2% |
| Participant deferral / active EE | $2,824 | $3,831-26.3% | $3,699-23.6% | $4,561-38.1% |
| Admin fee / account holder | $13 | $105-87.5% | $5,830-99.8% | $152-91.4% |