Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $1,272,070 |
AON CONSULTING6 years Filed as: AON CONSULTING SERVICES Service code 11 1 LIBERTY ST · NEW YORK, NY 10006 | Actuarial | $502,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | 1.52% | 9.11%-7.6pp | 7.78%-6.3pp | 9.11%-7.6pp |
| Employer contribution / active EE | $4,587 | $12,231-62.5% | $32,517-85.9% | $12,231-62.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |