Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,230 |
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 | $13,325 | $134,045-90.1% | $80,022-83.3% | $75,289-82.3% |
| Participation rate | 99.7% | 85.8%+14.0pp | 75.8%+23.9pp | 72.4%+27.3pp |
| Annual return | -8.09% | -0.56%-7.5pp | 11.22%-19.3pp | -0.04%-8.0pp |
| Employer contribution / active EE | $3,790 | $3,492+8.5% | $2,468+53.5% | $2,405+57.6% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $30 | $124-75.9% | $6,521-99.5% | $102-70.9% |