Filed October 18, 2022 (most recent of 19 filings on file)
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| 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% | $70,462+222.8% | $106,222+114.1% |
| Participation rate | 86.0% | 73.1%+13.0pp | 75.1%+11.0pp | 70.8%+15.2pp |
| Annual return | 13.45% | 13.88%-0.4pp | 109.08%-95.6pp | 21.69%-8.2pp |
| Employer contribution / active EE | $4,823 | $5,470-11.8% | $2,737+76.2% | $2,723+77.1% |
| Participant deferral / active EE | $5,399 | $4,597+17.4% | $3,710+45.5% | $4,600+17.4% |
| Admin fee / account holder | $2 | $37-94.3% | $3,845-99.9% | $78-97.3% |