Filed December 15, 2022
Total covered: 382 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $723,592 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $127,275 |
Filed as: LOCKTON RETIREMENT SVCS Service code 11 · EIN 20-3354970 | Actuarial | $52,500 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $40,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 11 · EIN 39-0859910 | Actuarial | $21,600 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 11 · EIN 86-1065772 | Actuarial | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,061 | $78,044-47.4% | $71,735-42.8% | $78,044-47.4% |
| Participation rate | 73.6% | 74.4%-0.9pp | 62.3%+11.3pp | 74.4%-0.9pp |
| Annual return | -12.11% | 10.87%-23.0pp | 9.14%-21.3pp | 10.87%-23.0pp |
| Employer contribution / active EE | $1,867 | $3,125-40.3% | $1,704+9.6% | $3,125-40.3% |
| Participant deferral / active EE | $3,573 | $5,084-29.7% | $2,658+34.4% | $5,084-29.7% |
| Admin fee / account holder | $125 | $79+58.7% | $3,974-96.8% | $79+58.7% |