Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $659,187 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,776 | $55,694+621.4% | $81,882+390.7% | $200,096+100.8% |
| Participation rate | 99.8% | 62.7%+37.1pp | 72.4%+27.4pp | 72.0%+27.7pp |
| Annual return | 14.81% | 19.59%-4.8pp | 779.47%-764.7pp | 34.26%-19.4pp |
| Employer contribution / active EE | $16,320 | $2,114+671.9% | $2,916+459.7% | $3,038+437.2% |
| Participant deferral / active EE | $17,409 | $3,299+427.8% | $4,323+302.7% | $5,090+242.0% |
| Admin fee / account holder | $125 | $348-64.1% | $7,360-98.3% | $269-53.6% |