Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500,203 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORY LLC Service code 11 · EIN 20-8874282 | Actuarial | $70,000 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $40,000 |
SQUARMILNER1+ years Service code 11 · EIN 33-0835986 | Actuarial | $24,840 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,614 | $77,787-49.1% | $88,538-55.3% | $77,787-49.1% |
| Participation rate | 80.7% | 73.2%+7.5pp | 68.7%+12.0pp | 73.2%+7.5pp |
| Annual return | 21.98% | 32.57%-10.6pp | 43.64%-21.7pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,364 | $2,504-45.6% | $2,098-35.0% | $2,504-45.6% |
| Participant deferral / active EE | $2,319 | $3,967-41.5% | $2,914-20.4% | $3,967-41.5% |
| Admin fee / account holder | $123 | $100+22.6% | $4,310-97.2% | $100+22.6% |