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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,301 |
THE VANGUARD GROUP, INC.3+ 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 | $6,015 | $58,726-89.8% | $92,240-93.5% | $62,293-90.3% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.6pp |
| Annual return | 19.22% | 43.62%-24.4pp | 176.29%-157.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,355 | $2,392-43.4% | $3,680-63.2% | $2,042-33.7% |
| Participant deferral / active EE | $449 | $2,766-83.8% | $3,897-88.5% | $3,169-85.8% |
| Admin fee / account holder | $61 | $556-89.1% | $5,194-98.8% | $479-87.3% |