Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $354,161 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,012 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,573 | $145,513-33.6% | $184,256-47.6% | $99,313-2.8% |
| Participation rate | 98.1% | 90.3%+7.9pp | 86.8%+11.3pp | 71.7%+26.4pp |
| Annual return | 11.64% | 21.25%-9.6pp | 28.85%-17.2pp | 17.67%-6.0pp |
| Employer contribution / active EE | $2,694 | $5,354-49.7% | $6,427-58.1% | $3,264-17.5% |
| Participant deferral / active EE | $5,585 | $8,423-33.7% | $9,133-38.9% | $5,346+4.5% |
| Admin fee / account holder | $51 | $78-34.5% | $13,899-99.6% | $109-53.4% |