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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $812 |
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 | $195,011 | $89,739+117.3% | $149,721+30.3% | $62,293+213.1% |
| Participation rate | 95.5% | 85.1%+10.4pp | 87.1%+8.5pp | 69.5%+26.0pp |
| Annual return | 17.08% | 21.01%-3.9pp | 1501.67%-1484.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,955 | $3,233+84.2% | $5,444+9.4% | $2,042+191.6% |
| Participant deferral / active EE | $4,145 | $4,797-13.6% | $6,568-36.9% | $3,169+30.8% |
| Admin fee / account holder | $6 | $551-98.8% | $11,282-99.9% | $479-98.7% |