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 | $4,662 |
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 | $14,939 | $66,319-77.5% | $93,621-84.0% | $65,188-77.1% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.5pp | 70.2%+29.1pp |
| Annual return | 21.51% | 42.59%-21.1pp | 32.76%-11.2pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,001 | $2,013-0.6% | $2,719-26.4% | $2,177-8.1% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $29 | $6,900-99.6% | $7,890-99.6% | $847-96.5% |