Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,613 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
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 | $69,978 | $47,456+47.5% | $172,757-59.5% | $77,775-10.0% |
| Participation rate | 98.5% | 66.3%+32.3pp | 82.6%+15.9pp | 73.2%+25.3pp |
| Annual return | 22.27% | 35.57%-13.3pp | 803.06%-780.8pp | 32.58%-10.3pp |
| Employer contribution / active EE | $3,118 | $1,574+98.1% | $5,144-39.4% | $2,504+24.5% |
| Participant deferral / active EE | $6,135 | $2,560+139.7% | $5,198+18.0% | $3,966+54.7% |
| Admin fee / account holder | $98 | $81+21.6% | $13,956-99.3% | $100-1.7% |