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 | $101,591-5.1% | $147,096-34.4% | $74,429+29.6% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 13.53% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,646 | $3,813-30.6% | $4,936-46.4% | $2,625+0.8% |
| Participant deferral / active EE | $5,083 | $7,302-30.4% | $8,071-37.0% | $4,348+16.9% |
| Admin fee / account holder | $184 | $1,750-89.5% | $13,005-98.6% | $1,944-90.5% |