Filed November 2, 2022
Total covered: 34 employees
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| 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% | $130,231-28.5% | $74,460+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 | 38.86%-31.3pp | 34.38%-26.8pp |
| Employer contribution / active EE | $3,781 | $3,391+11.5% | $4,126-8.4% | $2,638+43.3% |
| Participant deferral / active EE | $5,298 | $5,370-1.3% | $6,799-22.1% | $4,530+16.9% |
| Admin fee / account holder | $6 | $354-98.3% | $6,020-99.9% | $348-98.3% |