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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $398,102 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,156 | $126,505-14.5% | $199,883-45.9% | $126,505-14.5% |
| Participation rate | 98.1% | 81.0%+17.0pp | 86.8%+11.3pp | 81.0%+17.0pp |
| Annual return | 15.74% | 14.86%+0.9pp | 43.81%-28.1pp | 14.86%+0.9pp |
| Employer contribution / active EE | $2,780 | $4,041-31.2% | $6,261-55.6% | $4,041-31.2% |
| Participant deferral / active EE | $5,762 | $6,313-8.7% | $9,138-36.9% | $6,313-8.7% |
| Admin fee / account holder | $55 | $145-62.4% | $17,268-99.7% | $145-62.4% |