Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $203,118 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,232 | $67,512+26.2% | $185,854-54.1% | $93,010-8.4% |
| Participation rate | 98.0% | 67.1%+30.9pp | 81.7%+16.3pp | 73.9%+24.1pp |
| Annual return | 14.21% | 21.04%-6.8pp | 122.12%-107.9pp | 158.70%-144.5pp |
| Employer contribution / active EE | $3,336 | $1,783+87.1% | $5,169-35.5% | $2,705+23.3% |
| Participant deferral / active EE | $7,027 | $3,035+131.5% | $5,569+26.2% | $4,561+54.1% |
| Admin fee / account holder | $107 | $318-66.4% | $16,246-99.3% | $152-29.7% |