Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 37 | Loan Processing | $11,815 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,919 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,762 | $126,111+127.4% | $142,449+101.3% | $80,160+257.7% |
| Participation rate | 98.0% | 87.5%+10.4pp | 76.8%+21.2pp | 72.9%+25.0pp |
| Annual return | 17.96% | 23.39%-5.4pp | 19.99%-2.0pp | 40.38%-22.4pp |
| Employer contribution / active EE | $12,401 | $6,430+92.9% | $4,847+155.8% | $2,978+316.4% |
| Participant deferral / active EE | $10,780 | $7,822+37.8% | $6,283+71.6% | $5,017+114.9% |
| Admin fee / account holder | $1 | $92-98.5% | $10,011-100.0% | $145-99.1% |