Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,347 | $55,446-45.3% | $155,574-80.5% | $74,429-59.2% |
| Participation rate | 56.7% | 61.9%-5.2pp | 78.2%-21.5pp | 67.2%-10.5pp |
| Annual return | 17.09% | 269.20%-252.1pp | 64.87%-47.8pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $2,157 | $2,266-4.8% | $4,676-53.9% | $2,625-17.8% |
| Participant deferral / active EE | $3,353 | $2,836+18.2% | $5,629-40.4% | $4,348-22.9% |
| Admin fee / account holder | $20 | $1,743-98.9% | $15,914-99.9% | $1,944-99.0% |