Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,457 | $89,904+18.4% | $453,569-76.5% | $86,828+22.6% |
| Participation rate | 97.4% | 75.7%+21.6pp | 78.0%+19.4pp | 72.3%+25.1pp |
| Annual return | 19.91% | 19.72%+0.2pp | 64.43%-44.5pp | 97.95%-78.0pp |
| Employer contribution / active EE | $3,155 | $3,279-3.8% | $4,072-22.5% | $2,406+31.1% |
| Participant deferral / active EE | $5,264 | $5,114+2.9% | $6,211-15.2% | $4,132+27.4% |
| Admin fee / account holder | $6 | $156-96.1% | $11,214-99.9% | $170-96.4% |