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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $685,982 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,679 | $225,489-50.9% | $81,726+35.4% | $93,223+18.7% |
| Participation rate | 86.5% | 80.7%+5.8pp | 72.0%+14.5pp | 74.9%+11.6pp |
| Annual return | 11.46% | 14.44%-3.0pp | 29.49%-18.0pp | 19.29%-7.8pp |
| Employer contribution / active EE | $3,316 | $3,151+5.2% | $4,311-23.1% | $2,680+23.7% |
| Participant deferral / active EE | $6,083 | $4,408+38.0% | $7,108-14.4% | $4,563+33.3% |
| Admin fee / account holder | $89 | $185-51.8% | $5,160-98.3% | $79+12.5% |