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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $538,499 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $203,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,472 | $93,283+9.9% | $76,891+33.3% | $103,657-1.1% |
| Participation rate | 91.5% | 79.3%+12.2pp | 69.6%+21.9pp | 73.4%+18.1pp |
| Annual return | 18.01% | 17.40%+0.6pp | 37.91%-19.9pp | 33.13%-15.1pp |
| Employer contribution / active EE | $3,806 | $3,170+20.1% | $2,534+50.2% | $3,216+18.4% |
| Participant deferral / active EE | $6,791 | $4,624+46.9% | $3,833+77.2% | $5,218+30.1% |
| Admin fee / account holder | $80 | $78+1.6% | $5,488-98.5% | $114-30.2% |