Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,730 |
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 | $93,698 | $68,544+36.7% | $115,752-19.1% | $69,634+34.6% |
| Participation rate | 97.3% | 74.0%+23.3pp | 77.8%+19.5pp | 70.7%+26.6pp |
| Annual return | 8.50% | 20.97%-12.5pp | 19.41%-10.9pp | 27572.26%-27563.8pp |
| Employer contribution / active EE | $2,160 | $2,400-10.0% | $3,492-38.1% | $2,032+6.3% |
| Participant deferral / active EE | $4,100 | $3,887+5.5% | $5,204-21.2% | $3,224+27.2% |
| Admin fee / account holder | $3 | $90-96.1% | $6,278-99.9% | $110-96.8% |