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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,055 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $93,010-86.5% | $96,538-87.0% | $74,473-83.2% |
| Participation rate | 92.1% | 71.6%+20.5pp | 74.3%+17.7pp | 70.7%+21.3pp |
| Annual return | 18.22% | 37.50%-19.3pp | 35.74%-17.5pp | 34.36%-16.1pp |
| Employer contribution / active EE | $2,119 | $3,427-38.2% | $3,740-43.3% | $2,638-19.7% |
| Participant deferral / active EE | $1,019 | $3,971-74.3% | $4,880-79.1% | $4,530-77.5% |
| Admin fee / account holder | $77 | $633-87.9% | $6,737-98.9% | $347-77.9% |