Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $69,888+41.1% | $78,104+26.2% |
| Participation rate | 89.1% | 79.9%+9.1pp | 70.5%+18.6pp | 74.5%+14.6pp |
| Annual return | -14.12% | -12.39%-1.7pp | 190.87%-205.0pp | 10.90%-25.0pp |
| Employer contribution / active EE | $3,626 | $3,152+15.1% | $2,560+41.6% | $3,128+16.0% |
| Participant deferral / active EE | $6,900 | $4,564+51.2% | $3,849+79.3% | $5,089+35.6% |
| Admin fee / account holder | $82 | $78+5.3% | $6,267-98.7% | $79+3.6% |