Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE2 years Filed as: SOUND CONSULTING SERVICES Service code 27 · EIN 71-1004774 | Advisory (Plan) | $23,688 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,293 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,457 | $101,672-5.1% | $147,117-34.4% | $74,478+29.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 13.53% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,646 | $3,813-30.6% | $4,932-46.4% | $2,626+0.7% |
| Participant deferral / active EE | $5,083 | $7,305-30.4% | $8,065-37.0% | $4,350+16.8% |
| Admin fee / account holder | $184 | $1,753-89.5% | $12,993-98.6% | $1,946-90.6% |