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.4 years Filed as: VANGUARD Service code 21 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $44,718 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -15.74% | 13.34%-29.1pp | 0.46%-16.2pp | -5.25%-10.5pp |
| Employer contribution / active EE | $48,276 | $19,967+141.8% | $35,480+36.1% | $15,161+218.4% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |