Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,858 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $14,233 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $780 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,743 | $58,895-39.3% | $178,503-80.0% | $73,497-51.4% |
| Participation rate | 98.1% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 13.64% | 24.86%-11.2pp | 151.12%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,475 | $2,236-34.0% | $5,011-70.6% | $2,270-35.0% |
| Participant deferral / active EE | $2,765 | $2,567+7.7% | $5,202-46.8% | $3,740-26.1% |
| Admin fee / account holder | $233 | $400-41.9% | $13,987-98.3% | $513-54.7% |