Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,916 |
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 | $246,928 | $136,853+80.4% | $130,298+89.5% | $80,187+207.9% |
| Participation rate | 99.4% | 81.6%+17.8pp | 76.3%+23.1pp | 72.9%+26.5pp |
| Annual return | 10.37% | 22.66%-12.3pp | 38.90%-28.5pp | 40.40%-30.0pp |
| Employer contribution / active EE | $8,843 | $3,395+160.5% | $4,128+114.2% | $2,980+196.8% |
| Participant deferral / active EE | $10,531 | $5,856+79.8% | $6,790+55.1% | $5,016+109.9% |
| Admin fee / account holder | $5 | $184-97.5% | $6,025-99.9% | $145-96.8% |