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 | $8,495 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,040 | $93,131-83.9% | $106,554-85.9% | $86,828-82.7% |
| Participation rate | 99.2% | 81.4%+17.8pp | 76.1%+23.1pp | 72.3%+26.9pp |
| Annual return | 13.22% | 19.45%-6.2pp | 26.80%-13.6pp | 97.95%-84.7pp |
| Employer contribution / active EE | $2,930 | $2,895+1.2% | $2,819+3.9% | $2,406+21.8% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $29 | $145-79.9% | $7,408-99.6% | $170-82.8% |