Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,700 |
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 | $25,554 | $105,190-75.7% | $98,920-74.2% | $90,274-71.7% |
| Participation rate | 99.2% | 86.4%+12.9pp | 76.0%+23.2pp | 73.4%+25.9pp |
| Annual return | 15.99% | 18.52%-2.5pp | 196.47%-180.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $4,151 | $3,831+8.4% | $2,689+54.4% | $2,523+64.5% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $31 | $97-68.5% | $6,643-99.5% | $114-73.1% |