Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,979 | $65,820+45.8% | $108,745-11.7% | $57,661+66.5% |
| Participation rate | 98.4% | 72.7%+25.7pp | 77.7%+20.7pp | 70.2%+28.2pp |
| Annual return | 15.33% | 21.32%-6.0pp | 46.22%-30.9pp | 5.13%+10.2pp |
| Employer contribution / active EE | $1,895 | $2,285-17.1% | $3,323-43.0% | $1,974-4.0% |
| Participant deferral / active EE | $4,089 | $3,578+14.3% | $5,121-20.2% | $3,061+33.6% |
| Admin fee / account holder | $4 | $91-96.1% | $6,144-99.9% | $95-96.3% |