Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 19 · EIN 23-1945930 | Securities Custodian | $9,135 |
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 | $89,068 | $57,435+55.1% | $105,218-15.3% | $55,191+61.4% |
| Participation rate | 95.1% | 71.3%+23.8pp | 77.2%+17.9pp | 69.2%+25.9pp |
| Annual return | -15.12% | 2.97%-18.1pp | 5.33%-20.5pp | 10.78%-25.9pp |
| Employer contribution / active EE | $1,707 | $1,920-11.1% | $3,255-47.6% | $1,899-10.1% |
| Participant deferral / active EE | $4,061 | $3,495+16.2% | $4,867-16.6% | $3,046+33.3% |
| Admin fee / account holder | $4 | $70-94.8% | $6,992-99.9% | $91-96.0% |