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.3 years Filed as: VANGUARD Service code 21 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $41,503 |
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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 | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 26.00% | 12.41%+13.6pp | 11.31%+14.7pp | 18.35%+7.7pp |
| Employer contribution / active EE | $43,750 | $18,122+141.4% | $35,729+22.4% | $14,669+198.3% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |