Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $240,989 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,586 |
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 | $95,073 | $136,780-30.5% | $189,534-49.8% | $101,555-6.4% |
| Participation rate | 98.4% | 90.9%+7.5pp | 87.8%+10.6pp | 74.5%+23.8pp |
| Annual return | 11.59% | 37.00%-25.4pp | 555.39%-543.8pp | 21.00%-9.4pp |
| Employer contribution / active EE | $2,407 | $4,857-50.4% | $6,162-60.9% | $2,972-19.0% |
| Participant deferral / active EE | $5,304 | $7,572-30.0% | $8,220-35.5% | $4,874+8.8% |
| Admin fee / account holder | $43 | $64-32.3% | $12,049-99.6% | $139-68.9% |