Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,101 | $130,655+19.5% | $93,789+66.4% | $64,808+140.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -14.12% | -14.04%-0.1pp | -11.33%-2.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $10,705 | $5,594+91.3% | $4,323+147.7% | $2,506+327.2% |
| Participant deferral / active EE | $12,254 | $8,067+51.9% | $6,094+101.1% | $4,310+184.3% |
| Admin fee / account holder | $2 | $140-98.8% | $7,195-100.0% | $188-99.1% |