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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $250,002 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,676 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,475 | $119,153-31.6% | $151,634-46.3% | $78,104+4.3% |
| Participation rate | 97.9% | 92.5%+5.5pp | 87.5%+10.4pp | 74.5%+23.4pp |
| Annual return | -7.98% | -10.83%+2.9pp | 3.32%-11.3pp | 10.90%-18.9pp |
| Employer contribution / active EE | $2,408 | $5,298-54.6% | $6,165-60.9% | $3,128-23.0% |
| Participant deferral / active EE | $5,266 | $8,624-38.9% | $8,363-37.0% | $5,089+3.5% |
| Admin fee / account holder | $41 | $69-40.3% | $11,614-99.6% | $79-48.0% |