Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,559 | $76,172-3.4% | $81,286-9.5% | $199,921-63.2% |
| Participation rate | 96.1% | 76.2%+19.9pp | 69.5%+26.6pp | 72.0%+24.1pp |
| Annual return | 13.15% | 15.59%-2.4pp | 24.80%-11.6pp | 34.28%-21.1pp |
| Employer contribution / active EE | $4,028 | $2,800+43.8% | $2,463+63.6% | $3,035+32.7% |
| Participant deferral / active EE | $4,413 | $4,200+5.1% | $3,883+13.7% | $5,089-13.3% |
| Admin fee / account holder | $101 | $146-30.8% | $5,764-98.2% | $269-62.4% |