Filed December 5, 2024 (most recent of 5 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 21 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $52,255 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 25.02% | 10.25%+14.8pp | 8.34%+16.7pp | 8.21%+16.8pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |