Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,060 | $107,045+103.7% | $108,745+100.5% | $63,975+240.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 77.7%+22.3pp | 71.1%+28.9pp |
| Annual return | 17.48% | 18.14%-0.7pp | 46.22%-28.7pp | 48.65%-31.2pp |
| Employer contribution / active EE | $6,508 | $2,651+145.5% | $3,323+95.8% | $2,182+198.3% |
| Participant deferral / active EE | $8,738 | $4,292+103.6% | $5,121+70.6% | $3,356+160.3% |
| Admin fee / account holder | $2 | $67-96.5% | $6,144-100.0% | $70-96.6% |