Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,997 |
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 | $88,273 | $75,419+17.0% | $392,568-77.5% | $67,584+30.6% |
| Participation rate | 96.6% | 74.8%+21.8pp | 78.1%+18.6pp | 71.3%+25.3pp |
| Annual return | 11.13% | 36.70%-25.6pp | 24.42%-13.3pp | 378.59%-367.5pp |
| Employer contribution / active EE | $2,460 | $2,636-6.7% | $3,783-35.0% | $2,148+14.5% |
| Participant deferral / active EE | $3,952 | $4,347-9.1% | $5,985-34.0% | $3,540+11.6% |
| Admin fee / account holder | $5 | $114-95.2% | $6,260-99.9% | $142-96.2% |