Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 19 · EIN 23-1945930 | Securities Custodian | $6,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,749 | $99,628+90.5% | $105,218+80.3% | $59,188+220.6% |
| Participation rate | 97.3% | 80.5%+16.8pp | 77.2%+20.1pp | 69.4%+27.9pp |
| Annual return | -15.55% | 3.21%-18.8pp | 5.33%-20.9pp | 5.51%-21.1pp |
| Employer contribution / active EE | $5,974 | $2,454+143.5% | $3,255+83.5% | $2,098+184.8% |
| Participant deferral / active EE | $8,308 | $4,189+98.3% | $4,867+70.7% | $3,265+154.5% |
| Admin fee / account holder | $2 | $62-96.2% | $6,992-100.0% | $92-97.4% |