Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 71 · EIN 13-1624203 | Brokerage Fees | $8,189 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 71 | Brokerage Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD 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 | $54,048 | $129,352-58.2% | $70,492-23.3% | $106,273-49.1% |
| Participation rate | 99.5% | 73.1%+26.4pp | 75.1%+24.4pp | 70.8%+28.7pp |
| Annual return | 15.46% | 13.88%+1.6pp | 109.16%-93.7pp | 21.70%-6.2pp |
| Employer contribution / active EE | $4,213 | $5,470-23.0% | $2,738+53.9% | $2,722+54.8% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $3,711-100.0% | $4,601-100.0% |
| Admin fee / account holder | $0 | $37-98.7% | $3,848-100.0% | $78-99.4% |