Filed February 8, 2022 (most recent of 4 filings on file)
Total covered: 0 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,414 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,263 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,479 | $83,023-83.8% | $102,437-86.8% | $77,762-82.7% |
| Participation rate | 94.0% | 71.5%+22.4pp | 74.5%+19.5pp | 70.6%+23.4pp |
| Annual return | 12.82% | 19.12%-6.3pp | 24.95%-12.1pp | 31.27%-18.4pp |
| Employer contribution / active EE | $2,130 | $3,552-40.0% | $3,871-45.0% | $2,728-21.9% |
| Participant deferral / active EE | $924 | $4,110-77.5% | $5,060-81.7% | $4,651-80.1% |
| Admin fee / account holder | $79 | $639-87.7% | $8,388-99.1% | $433-81.8% |