Filed November 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,042 | $61,756-19.0% | $69,890-28.4% | $77,906-35.8% |
| Participation rate | 97.7% | 79.9%+17.8pp | 70.5%+27.2pp | 73.7%+24.0pp |
| Annual return | -11.50% | -11.86%+0.4pp | 190.84%-202.3pp | 12.16%-23.7pp |
| Employer contribution / active EE | $1,600 | $2,706-40.9% | $2,560-37.5% | $2,846-43.8% |
| Participant deferral / active EE | $3,021 | $3,977-24.0% | $3,848-21.5% | $4,805-37.1% |
| Admin fee / account holder | $46 | $101-54.1% | $6,267-99.3% | $133-64.9% |