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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,125 |
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 | $161,599 | $74,089+118.1% | $133,975+20.6% | $55,167+192.9% |
| Participation rate | 92.7% | 84.3%+8.4pp | 87.1%+5.6pp | 69.0%+23.7pp |
| Annual return | 8.02% | 12.11%-4.1pp | 29.29%-21.3pp | 169.23%-161.2pp |
| Employer contribution / active EE | $5,383 | $3,064+75.7% | $5,211+3.3% | $1,963+174.3% |
| Participant deferral / active EE | $3,213 | $4,678-31.3% | $6,282-48.8% | $3,054+5.2% |
| Admin fee / account holder | $6 | $458-98.7% | $9,324-99.9% | $504-98.8% |