Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $514,397 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $116,379 |
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 | $298,675 | $43,236+590.8% | $82,768+260.9% | $77,906+283.4% |
| Participation rate | 99.7% | 64.2%+35.5pp | 72.6%+27.1pp | 73.7%+26.0pp |
| Annual return | -15.38% | 2.40%-17.8pp | 702.70%-718.1pp | 12.16%-27.5pp |
| Employer contribution / active EE | $15,053 | $1,924+682.2% | $3,008+400.5% | $2,846+428.9% |
| Participant deferral / active EE | $15,164 | $3,069+394.1% | $4,395+245.0% | $4,805+215.6% |
| Admin fee / account holder | $110 | $102+7.0% | $5,326-97.9% | $133-17.3% |