Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,484 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,480 | $72,770-5.9% | $67,652+1.2% | $55,191+24.1% |
| Participation rate | 82.7% | 78.8%+4.0pp | 75.7%+7.1pp | 69.2%+13.6pp |
| Annual return | -1.29% | -3.26%+2.0pp | 6625.04%-6626.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,669 | $1,769-5.6% | $2,266-26.3% | $1,899-12.1% |
| Participant deferral / active EE | $4,744 | $3,408+39.2% | $3,560+33.3% | $3,046+55.7% |
| Admin fee / account holder | $31 | $79-60.9% | $4,821-99.4% | $91-66.0% |