Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,100 |
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 | $89,370 | $99,957-10.6% | $149,715-40.3% | $73,493+21.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 20.05% | 53.87%-33.8pp | 276.66%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $3,356 | $3,191+5.2% | $4,645-27.8% | $2,270+47.8% |
| Participant deferral / active EE | $10,346 | $6,073+70.4% | $6,842+51.2% | $3,740+176.6% |
| Admin fee / account holder | $86 | $551-84.4% | $9,310-99.1% | $513-83.2% |