Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $565,237 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,283 |
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 | $355,693 | $52,960+571.6% | $86,656+310.5% | $80,169+343.7% |
| Participation rate | 99.8% | 62.4%+37.4pp | 71.7%+28.1pp | 72.9%+26.8pp |
| Annual return | 19.10% | 24.84%-5.7pp | 593.09%-574.0pp | 40.39%-21.3pp |
| Employer contribution / active EE | $16,330 | $2,138+663.8% | $3,025+439.7% | $2,978+448.3% |
| Participant deferral / active EE | $16,294 | $3,226+405.1% | $4,439+267.0% | $5,016+224.8% |
| Admin fee / account holder | $110 | $113-2.6% | $5,619-98.0% | $145-24.0% |