Filed December 14, 2021 (most recent of 3 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,747 | $81,487+158.6% | $102,412+105.8% | $80,935+160.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.03% | 25.60%-11.6pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $9,937 | $3,103+220.3% | $3,870+156.8% | $2,757+260.5% |
| Participant deferral / active EE | $12,974 | $3,871+235.2% | $5,060+156.4% | $4,299+201.8% |
| Admin fee / account holder | $108 | $6,717-98.4% | $8,388-98.7% | $6,924-98.4% |