Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,923 |
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 | $13,193 | $81,948-83.9% | $90,767-85.5% | $64,829-79.6% |
| Participation rate | 99.3% | 80.5%+18.8pp | 75.7%+23.6pp | 71.5%+27.8pp |
| Annual return | -16.08% | -12.53%-3.5pp | -12.16%-3.9pp | 32.85%-48.9pp |
| Employer contribution / active EE | $2,656 | $3,067-13.4% | $2,922-9.1% | $2,507+6.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $33 | $157-79.2% | $8,445-99.6% | $188-82.6% |