Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,868 |
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 | $238,054 | $127,218+87.1% | $392,568-39.4% | $77,775+206.1% |
| Participation rate | 98.4% | 82.0%+16.4pp | 78.1%+20.4pp | 73.2%+25.2pp |
| Annual return | 13.62% | 25.27%-11.7pp | 24.42%-10.8pp | 32.58%-19.0pp |
| Employer contribution / active EE | $7,365 | $3,064+140.4% | $3,783+94.7% | $2,504+194.1% |
| Participant deferral / active EE | $9,855 | $4,820+104.5% | $5,985+64.7% | $3,966+148.5% |
| Admin fee / account holder | $4 | $89-95.1% | $6,260-99.9% | $100-95.7% |