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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,457 | $101,317-4.8% | $146,958-34.4% | $74,495+29.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 13.53% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,646 | $3,810-30.6% | $4,933-46.4% | $2,623+0.9% |
| Participant deferral / active EE | $5,083 | $7,303-30.4% | $8,070-37.0% | $4,346+17.0% |
| Admin fee / account holder | $184 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |