Filed November 2, 2022
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,531 | $148,970-31.2% | $136,072-24.6% | $199,960-48.7% |
| Participation rate | 98.2% | 79.4%+18.9pp | 76.4%+21.8pp | 72.0%+26.2pp |
| Annual return | 15.36% | 27.07%-11.7pp | 580.46%-565.1pp | 34.28%-18.9pp |
| Employer contribution / active EE | $3,912 | $3,561+9.8% | $4,216-7.2% | $3,036+28.9% |
| Participant deferral / active EE | $5,535 | $6,140-9.8% | $7,028-21.2% | $5,087+8.8% |
| Admin fee / account holder | $5 | $144-96.3% | $6,718-99.9% | $269-98.0% |