Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,042 | $140,190+70.5% | $115,756+106.5% | $77,906+206.8% |
| Participation rate | 97.8% | 81.0%+16.8pp | 77.1%+20.7pp | 73.7%+24.1pp |
| Annual return | -11.91% | -13.46%+1.6pp | 143.14%-155.1pp | 12.16%-24.1pp |
| Employer contribution / active EE | $8,693 | $3,169+174.3% | $3,793+129.2% | $2,846+205.4% |
| Participant deferral / active EE | $10,181 | $5,401+88.5% | $6,254+62.8% | $4,805+111.9% |
| Admin fee / account holder | $5 | $138-96.1% | $8,124-99.9% | $133-96.0% |