Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,855 |
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 | $94,407 | $82,093+15.0% | $379,746-75.1% | $73,415+28.6% |
| Participation rate | 97.3% | 76.8%+20.5pp | 78.4%+18.9pp | 72.2%+25.1pp |
| Annual return | 9.03% | 18.89%-9.9pp | 34.90%-25.9pp | 59.30%-50.3pp |
| Employer contribution / active EE | $2,769 | $2,847-2.7% | $3,540-21.8% | $2,234+23.9% |
| Participant deferral / active EE | $4,766 | $4,697+1.5% | $6,024-20.9% | $3,806+25.2% |
| Admin fee / account holder | $6 | $128-95.5% | $7,927-99.9% | $158-96.4% |