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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,997 |
THE VANGUARD GROUP, INC.2+ years Service code 64 | Recordkeeping Fees | $0 |
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.
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 | $5,140 | $52,884-90.3% | $84,753-93.9% | $55,167-90.7% |
| Participation rate | 98.2% | 67.5%+30.6pp | 76.6%+21.6pp | 69.0%+29.2pp |
| Annual return | 8.58% | 18.03%-9.5pp | 22.78%-14.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,446 | $2,233-35.3% | $3,574-59.6% | $1,963-26.3% |
| Participant deferral / active EE | $441 | $2,644-83.3% | $3,712-88.1% | $3,054-85.6% |
| Admin fee / account holder | $52 | $581-91.0% | $5,333-99.0% | $504-89.7% |