Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $268,568 |
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 | $86,301 | $122,602-29.6% | $177,839-51.5% | $93,223-7.4% |
| Participation rate | 98.6% | 91.3%+7.3pp | 87.7%+10.9pp | 74.9%+23.7pp |
| Annual return | 12.39% | 22.53%-10.1pp | 48.33%-35.9pp | 19.29%-6.9pp |
| Employer contribution / active EE | $2,337 | $4,338-46.1% | $5,919-60.5% | $2,680-12.8% |
| Participant deferral / active EE | $5,060 | $7,134-29.1% | $7,714-34.4% | $4,563+10.9% |
| Admin fee / account holder | $37 | $62-39.4% | $12,432-99.7% | $79-52.8% |