Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,010 | $81,321-91.4% | $68,509-89.8% | $59,188-88.2% |
| Participation rate | 99.4% | 83.8%+15.5pp | 74.7%+24.6pp | 69.4%+29.9pp |
| Annual return | -2.90% | 4.65%-7.5pp | 8.27%-11.2pp | 5.51%-8.4pp |
| Employer contribution / active EE | $2,382 | $3,297-27.7% | $2,278+4.6% | $2,098+13.5% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $30 | $62-51.9% | $5,275-99.4% | $92-67.8% |