Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $87,846 |
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 | $19,705 | $204,517-90.4% | $69,480-71.6% | $77,775-74.7% |
| Participation rate | 74.5% | 74.6%-0.2pp | 74.6%-0.2pp | 73.2%+1.2pp |
| Annual return | 24.54% | 22.10%+2.4pp | 28.99%-4.4pp | 32.58%-8.0pp |
| Employer contribution / active EE | $1,868 | $3,548-47.3% | $2,780-32.8% | $2,504-25.4% |
| Participant deferral / active EE | $489 | $3,478-86.0% | $3,537-86.2% | $3,966-87.7% |
| Admin fee / account holder | $62 | $101-38.0% | $3,840-98.4% | $100-37.7% |