Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 71 · EIN 23-1945930 | Brokerage Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,626 | $121,004-61.5% | $69,480-32.9% | $89,609-48.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 21.43% | 20.21%+1.2pp | 28.99%-7.6pp | 33.65%-12.2pp |
| Employer contribution / active EE | $4,190 | $5,335-21.5% | $2,780+50.7% | $2,584+62.1% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,537-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $32-99.8% | $3,840-100.0% | $72-99.9% |