Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $291,574 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,038 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,708 | $69,238+2.1% | $185,854-62.0% | $101,555-30.4% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.7%+7.4pp | 74.5%+14.6pp |
| Annual return | 9.39% | 21.26%-11.9pp | 122.12%-112.7pp | 21.00%-11.6pp |
| Employer contribution / active EE | $1,262 | $2,104-40.0% | $5,169-75.6% | $2,972-57.5% |
| Participant deferral / active EE | $4,356 | $3,764+15.7% | $5,569-21.8% | $4,874-10.6% |
| Admin fee / account holder | $71 | $66+7.1% | $16,246-99.6% | $139-49.1% |