Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,899 |
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 | $11,088 | $90,410-87.7% | $91,004-87.8% | $77,958-85.8% |
| Participation rate | 99.6% | 86.4%+13.2pp | 75.6%+24.0pp | 71.6%+27.9pp |
| Annual return | 20.74% | 21.34%-0.6pp | 4.60%+16.1pp | 20.87%-0.1pp |
| Employer contribution / active EE | $3,565 | $3,392+5.1% | $2,456+45.2% | $2,310+54.3% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $30 | $79-61.4% | $5,417-99.4% | $97-68.7% |