Filed January 19, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,866 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,177 | $89,739+49.5% | $149,718-10.4% | $62,292+115.4% |
| Participation rate | 95.9% | 85.1%+10.8pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 18.12% | 21.01%-2.9pp | 1501.63%-1483.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $8,099 | $3,233+150.5% | $5,445+48.8% | $2,042+296.6% |
| Participant deferral / active EE | $7,501 | $4,797+56.4% | $6,569+14.2% | $3,169+136.7% |
| Admin fee / account holder | $85 | $551-84.6% | $11,283-99.2% | $479-82.3% |