Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $520,678 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,737 |
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 | $363,460 | $52,626+590.7% | $98,508+269.0% | $93,010+290.8% |
| Participation rate | 99.6% | 65.3%+34.2pp | 73.3%+26.2pp | 73.9%+25.7pp |
| Annual return | 15.50% | 16.95%-1.4pp | 1495.22%-1479.7pp | 158.70%-143.2pp |
| Employer contribution / active EE | $15,899 | $1,894+739.6% | $2,961+437.0% | $2,705+487.7% |
| Participant deferral / active EE | $14,807 | $2,907+409.3% | $4,276+246.2% | $4,561+224.6% |
| Admin fee / account holder | $119 | $102+16.6% | $5,956-98.0% | $152-21.4% |