Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,202 | $64,286+27.9% | $106,387-22.7% | $55,727+47.5% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.5%+20.6pp | 70.9%+27.2pp |
| Annual return | -3.90% | 0.84%-4.7pp | 0.25%-4.2pp | 244.94%-248.8pp |
| Employer contribution / active EE | $2,457 | $2,367+3.8% | $3,520-30.2% | $2,078+18.2% |
| Participant deferral / active EE | $4,444 | $4,158+6.9% | $5,421-18.0% | $3,356+32.4% |
| Admin fee / account holder | $3 | $102-96.8% | $7,510-100.0% | $115-97.1% |