Filed April 8, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 28 · EIN 23-2811930 | Investment Management | $13,671 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $10,186 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $255,499-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 32.7%-32.7pp | 2.5%-2.5pp |
| Annual return | 8.72% | 8.25%+0.5pp | 6.84%+1.9pp | 8.25%+0.5pp |
| Employer contribution / active EE | $5,376 | $18,668-71.2% | $29,902-82.0% | $18,668-71.2% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $13-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $5,241-100.0% | $200-100.0% |