Filed January 8, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,710 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,935 | $76,669+63.0% | $96,520+29.4% | $71,495+74.7% |
| Participation rate | 96.7% | 66.6%+30.1pp | 74.3%+22.4pp | 67.9%+28.8pp |
| Annual return | 15.93% | 48.29%-32.4pp | 35.72%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $63 | $3,031-97.9% | $3,739-98.3% | $2,589-97.6% |
| Participant deferral / active EE | $7,997 | $3,771+112.0% | $4,879+63.9% | $4,291+86.4% |
| Admin fee / account holder | $20 | $2,028-99.0% | $6,733-99.7% | $1,588-98.8% |