Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,382 |
Service code 11 · EIN 33-0818667 | Actuarial | $28,500 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,114 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,708-100.0% | $65,255-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | -94.40% | 31.19%-125.6pp | 47.35%-141.8pp | 372.94%-467.3pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |