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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,978 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,640 | $102,661+101.3% | $151,639+36.3% | $66,938+208.7% |
| Participation rate | 95.2% | 85.5%+9.6pp | 87.5%+7.7pp | 69.8%+25.3pp |
| Annual return | -16.39% | -10.81%-5.6pp | 3.34%-19.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $7,065 | $4,184+68.9% | $6,165+14.6% | $2,545+177.6% |
| Participant deferral / active EE | $5,039 | $6,645-24.2% | $8,363-39.8% | $4,238+18.9% |
| Admin fee / account holder | $110 | $630-82.5% | $11,613-99.1% | $594-81.4% |