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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $576,683 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $177,581 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,604 | $89,497+10.2% | $70,098+40.7% | $78,044+26.3% |
| Participation rate | 89.1% | 79.9%+9.1pp | 70.5%+18.6pp | 74.4%+14.6pp |
| Annual return | -14.12% | -12.39%-1.7pp | 190.76%-204.9pp | 10.87%-25.0pp |
| Employer contribution / active EE | $3,626 | $3,152+15.1% | $2,560+41.6% | $3,125+16.1% |
| Participant deferral / active EE | $6,900 | $4,564+51.2% | $3,849+79.3% | $5,084+35.7% |
| Admin fee / account holder | $82 | $78+5.3% | $6,266-98.7% | $79+3.7% |