Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $82,613 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,815 | $87,173-83.0% | $59,899-75.3% | $75,289-80.3% |
| Participation rate | 77.2% | 74.5%+2.7pp | 74.7%+2.5pp | 72.4%+4.8pp |
| Annual return | -8.46% | -2.14%-6.3pp | 3.46%-11.9pp | -0.04%-8.4pp |
| Employer contribution / active EE | $2,073 | $3,473-40.3% | $2,723-23.9% | $2,405-13.8% |
| Participant deferral / active EE | $439 | $3,379-87.0% | $3,403-87.1% | $3,739-88.3% |
| Admin fee / account holder | $60 | $75-19.9% | $3,592-98.3% | $102-41.5% |