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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $607,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,659 | $87,358+18.7% | $68,612+51.1% | $68,904+50.4% |
| Participation rate | 66.2% | 80.2%-14.0pp | 72.2%-6.1pp | 74.1%-8.0pp |
| Annual return | -4.24% | -3.98%-0.3pp | -4.63%+0.4pp | 1.07%-5.3pp |
| Employer contribution / active EE | $2,733 | $3,082-11.3% | $2,625+4.1% | $2,540+7.6% |
| Participant deferral / active EE | $4,796 | $4,259+12.6% | $3,311+44.8% | $4,015+19.4% |
| Admin fee / account holder | $84 | $68+24.7% | $5,131-98.4% | $71+18.1% |