Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,011 |
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 | $6,562 | $82,279-92.0% | $78,002-91.6% | $63,975-89.7% |
| Participation rate | 99.8% | 84.7%+15.1pp | 75.5%+24.2pp | 71.1%+28.6pp |
| Annual return | 9.00% | 11.20%-2.2pp | 425.99%-417.0pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,628 | $3,297-20.3% | $2,470+6.4% | $2,182+20.5% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $24 | $81-71.0% | $5,481-99.6% | $70-66.5% |