Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $432,852 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,804 | $201,404-72.8% | $93,621-41.5% | $89,609-38.8% |
| Participation rate | 92.7% | 87.5%+5.2pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 22.53% | 23.05%-0.5pp | 32.76%-10.2pp | 33.65%-11.1pp |
| Employer contribution / active EE | $4,643 | $6,528-28.9% | $2,719+70.8% | $2,584+79.7% |
| Participant deferral / active EE | $0 | $9,208-100.0% | $4,070-100.0% | $4,222-100.0% |
| Admin fee / account holder | $31 | $89-65.1% | $7,890-99.6% | $72-56.4% |