Filed November 2, 2022
Total covered: 34 employees
| 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% | $133,698-23.3% | $200,096-48.8% |
| Participation rate | 98.2% | 79.4%+18.9pp | 76.4%+21.8pp | 72.0%+26.2pp |
| Annual return | 15.36% | 27.07%-11.7pp | 580.90%-565.5pp | 34.26%-18.9pp |
| Employer contribution / active EE | $3,912 | $3,561+9.8% | $4,218-7.3% | $3,038+28.8% |
| Participant deferral / active EE | $5,535 | $6,140-9.8% | $7,016-21.1% | $5,090+8.8% |
| Admin fee / account holder | $5 | $144-96.3% | $6,703-99.9% | $269-98.0% |