Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $587,611 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $264,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,073 | $103,282+11.4% | $81,370+41.4% | $99,313+15.9% |
| Participation rate | 91.6% | 73.2%+18.4pp | 69.5%+22.1pp | 71.7%+19.9pp |
| Annual return | 13.09% | 15.11%-2.0pp | 24.85%-11.8pp | 17.67%-4.6pp |
| Employer contribution / active EE | $4,481 | $3,061+46.4% | $2,464+81.9% | $3,264+37.3% |
| Participant deferral / active EE | $7,952 | $4,549+74.8% | $3,885+104.7% | $5,346+48.8% |
| Admin fee / account holder | $90 | $78+14.9% | $5,749-98.4% | $109-17.4% |