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.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $592,498 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $306,957 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,885 | $126,505+9.0% | $90,796+51.9% | $126,505+9.0% |
| Participation rate | 91.5% | 81.0%+10.5pp | 69.5%+22.0pp | 81.0%+10.5pp |
| Annual return | 16.40% | 14.86%+1.5pp | 19.29%-2.9pp | 14.86%+1.5pp |
| Employer contribution / active EE | $4,577 | $4,041+13.3% | $2,294+99.5% | $4,041+13.3% |
| Participant deferral / active EE | $8,133 | $6,313+28.8% | $3,822+112.8% | $6,313+28.8% |
| Admin fee / account holder | $102 | $145-30.0% | $7,024-98.6% | $145-30.0% |