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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,313 |
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 | $188,121 | $79,523+136.6% | $140,019+34.4% | $56,287+234.2% |
| Participation rate | 94.6% | 85.7%+8.9pp | 87.5%+7.1pp | 69.9%+24.8pp |
| Annual return | -4.68% | 2.39%-7.1pp | 651.15%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $6,061 | $3,350+80.9% | $5,605+8.1% | $2,111+187.1% |
| Participant deferral / active EE | $3,731 | $5,129-27.2% | $6,927-46.1% | $3,350+11.4% |
| Admin fee / account holder | $7 | $614-98.9% | $10,705-99.9% | $521-98.7% |