Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $573,672 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $40,000 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORY LLC Service code 11 · EIN 20-8874282 | Actuarial | $35,000 |
SQUARMILNER2+ years Service code 11 · EIN 33-0835986 | Actuarial | $19,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,808 | $93,223-58.4% | $93,419-58.5% | $93,223-58.4% |
| Participation rate | 93.8% | 74.9%+18.9pp | 66.8%+27.0pp | 74.9%+18.9pp |
| Annual return | 39.47% | 19.29%+20.2pp | 78.05%-38.6pp | 19.29%+20.2pp |
| Employer contribution / active EE | $1,610 | $2,680-39.9% | $2,075-22.4% | $2,680-39.9% |
| Participant deferral / active EE | $2,800 | $4,563-38.6% | $3,126-10.4% | $4,563-38.6% |
| Admin fee / account holder | $95 | $79+20.4% | $5,230-98.2% | $79+20.4% |