Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 19 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Securities Custodian | $59,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,367 | $85,199-85.5% | $57,183-78.4% | $63,975-80.7% |
| Participation rate | 55.9% | 74.0%-18.1pp | 75.3%-19.4pp | 71.1%-15.2pp |
| Annual return | 9.87% | 10.43%-0.6pp | 14.59%-4.7pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,216 | $3,446-64.7% | $2,682-54.7% | $2,182-44.2% |
| Participant deferral / active EE | $299 | $3,109-90.4% | $3,096-90.4% | $3,356-91.1% |
| Admin fee / account holder | $53 | $39+36.7% | $3,139-98.3% | $70-25.0% |