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 | $4,243 |
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 | $12,067 | $58,093-79.2% | $80,022-84.9% | $56,289-78.6% |
| Participation rate | 97.9% | 73.6%+24.2pp | 75.8%+22.0pp | 69.9%+28.0pp |
| Annual return | -6.41% | 34.63%-41.0pp | 11.22%-17.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,036 | $1,933+5.4% | $2,468-17.5% | $2,111-3.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $28 | $623-95.4% | $6,521-99.6% | $521-94.5% |