Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $512,331 |
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 | $286,557 | $44,794+539.7% | $90,336+217.2% | $77,775+268.4% |
| Participation rate | 99.5% | 66.6%+32.9pp | 73.3%+26.2pp | 73.2%+26.3pp |
| Annual return | 22.29% | 28.23%-5.9pp | 78.15%-55.9pp | 32.58%-10.3pp |
| Employer contribution / active EE | $14,059 | $1,809+677.3% | $2,856+392.2% | $2,504+461.5% |
| Participant deferral / active EE | $13,310 | $2,642+403.8% | $3,886+242.5% | $3,966+235.6% |
| Admin fee / account holder | $98 | $94+3.4% | $5,357-98.2% | $100-2.5% |