Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,359 | $102,422-55.7% | $147,117-69.2% | $80,959-44.0% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 16.63% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,081 | $3,717-70.9% | $4,932-78.1% | $2,757-60.8% |
| Participant deferral / active EE | $2,365 | $6,652-64.4% | $8,065-70.7% | $4,300-45.0% |
| Admin fee / account holder | $27 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |