Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 19 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Securities Custodian | $70,486 |
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 | $15,567 | $92,091-83.1% | $63,018-75.3% | $77,958-80.0% |
| Participation rate | 42.6% | 74.5%-31.8pp | 74.8%-32.2pp | 71.6%-29.0pp |
| Annual return | 21.08% | 16.23%+4.9pp | 87.63%-66.5pp | 20.87%+0.2pp |
| Employer contribution / active EE | $951 | $3,424-72.2% | $2,761-65.5% | $2,310-58.8% |
| Participant deferral / active EE | $208 | $3,361-93.8% | $3,330-93.7% | $3,537-94.1% |
| Admin fee / account holder | $57 | $48+19.8% | $3,601-98.4% | $97-41.1% |