Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,202 |
TIAA6+ years Service code 99 · EIN 13-1624203 | Other Fees | $13,816 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years 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 | $227,439 | $129,352+75.8% | $70,492+222.6% | $106,273+114.0% |
| Participation rate | 86.0% | 73.1%+13.0pp | 75.1%+11.0pp | 70.8%+15.2pp |
| Annual return | 13.45% | 13.88%-0.4pp | 109.16%-95.7pp | 21.70%-8.2pp |
| Employer contribution / active EE | $4,823 | $5,470-11.8% | $2,738+76.1% | $2,722+77.2% |
| Participant deferral / active EE | $5,399 | $4,597+17.4% | $3,711+45.5% | $4,601+17.3% |
| Admin fee / account holder | $2 | $37-94.3% | $3,848-99.9% | $78-97.3% |