Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,526 | $58,879-71.9% | $178,490-90.7% | $73,488-77.5% |
| Participation rate | 63.8% | 66.2%-2.4pp | 81.9%-18.1pp | 70.7%-6.8pp |
| Annual return | 36.65% | 24.86%+11.8pp | 151.07%-114.4pp | 28.51%+8.1pp |
| Employer contribution / active EE | $1,957 | $2,236-12.5% | $5,011-60.9% | $2,270-13.8% |
| Participant deferral / active EE | $3,038 | $2,567+18.3% | $5,202-41.6% | $3,740-18.7% |
| Admin fee / account holder | $1 | $400-99.7% | $13,984-100.0% | $513-99.8% |