Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 99 · EIN 13-1624203 | Other Fees | $8,755 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 71 · EIN 23-1945930 | Brokerage Fees | $0 |
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 | $207,987 | $121,004+71.9% | $69,480+199.3% | $89,609+132.1% |
| Participation rate | 93.0% | 66.9%+26.0pp | 74.6%+18.4pp | 69.6%+23.4pp |
| Annual return | 19.12% | 20.21%-1.1pp | 28.99%-9.9pp | 33.65%-14.5pp |
| Employer contribution / active EE | $5,119 | $5,335-4.0% | $2,780+84.2% | $2,584+98.1% |
| Participant deferral / active EE | $5,624 | $4,335+29.7% | $3,537+59.0% | $4,222+33.2% |
| Admin fee / account holder | $0 | $32-98.7% | $3,840-100.0% | $72-99.4% |