Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,289 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,977 | $74,188+19.9% | $115,756-23.1% | $64,829+37.2% |
| Participation rate | 97.2% | 76.2%+21.0pp | 77.1%+20.1pp | 71.5%+25.7pp |
| Annual return | -11.95% | -11.81%-0.1pp | 143.14%-155.1pp | 32.85%-44.8pp |
| Employer contribution / active EE | $3,701 | $3,365+10.0% | $3,793-2.4% | $2,507+47.6% |
| Participant deferral / active EE | $5,316 | $5,294+0.4% | $6,254-15.0% | $4,312+23.3% |
| Admin fee / account holder | $6 | $148-96.1% | $8,124-99.9% | $188-96.9% |