Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,565 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,914 | $164,864+80.7% | $453,569-34.3% | $93,010+220.3% |
| Participation rate | 99.6% | 84.2%+15.3pp | 78.0%+21.5pp | 73.9%+25.7pp |
| Annual return | 23.51% | 17.89%+5.6pp | 64.43%-40.9pp | 158.70%-135.2pp |
| Employer contribution / active EE | $8,074 | $3,519+129.4% | $4,072+98.3% | $2,705+198.5% |
| Participant deferral / active EE | $9,552 | $5,690+67.9% | $6,211+53.8% | $4,561+109.4% |
| Admin fee / account holder | $5 | $104-94.9% | $11,214-100.0% | $152-96.5% |