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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $592,388 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $183,560 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,009 | $111,651+5.7% | $86,645+36.2% | $101,555+16.2% |
| Participation rate | 88.8% | 83.2%+5.6pp | 71.7%+17.1pp | 74.5%+14.3pp |
| Annual return | 14.74% | 19.55%-4.8pp | 63.52%-48.8pp | 21.00%-6.3pp |
| Employer contribution / active EE | $3,296 | $3,410-3.3% | $2,496+32.1% | $2,972+10.9% |
| Participant deferral / active EE | $6,297 | $4,831+30.4% | $3,700+70.2% | $4,874+29.2% |
| Admin fee / account holder | $86 | $79+9.0% | $5,830-98.5% | $139-38.1% |