Filed January 6, 2023 (most recent of 7 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,219 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,108 | $70,667+108.2% | $123,105+19.5% | $52,331+181.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -0.26% | 6.23%-6.5pp | 13.22%-13.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $7,380 | $2,946+150.5% | $5,151+43.3% | $1,882+292.2% |
| Participant deferral / active EE | $3,132 | $4,493-30.3% | $6,229-49.7% | $3,022+3.6% |
| Admin fee / account holder | $5 | $506-99.0% | $9,014-99.9% | $592-99.2% |