Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,058 |
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 | $93,102 | $82,978+12.2% | $130,298-28.5% | $74,478+25.0% |
| Participation rate | 96.8% | 73.7%+23.2pp | 76.3%+20.6pp | 70.7%+26.1pp |
| Annual return | 7.58% | 123.05%-115.5pp | 38.90%-31.3pp | 34.37%-26.8pp |
| Employer contribution / active EE | $3,781 | $3,391+11.5% | $4,128-8.4% | $2,637+43.4% |
| Participant deferral / active EE | $5,298 | $5,370-1.3% | $6,790-22.0% | $4,530+16.9% |
| Admin fee / account holder | $6 | $354-98.3% | $6,025-99.9% | $347-98.3% |