Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 21 · EIN 23-2186884 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Bank Trustee | $4,775 |
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 | $80,428 | $48,277+66.6% | $63,244+27.2% | $55,191+45.7% |
| Participation rate | 95.6% | 69.4%+26.2pp | 71.0%+24.6pp | 69.2%+26.4pp |
| Annual return | 0.41% | 2.37%-2.0pp | -70.31%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,189 | $1,592+100.3% | $2,322+37.3% | $1,899+67.9% |
| Participant deferral / active EE | $2,991 | $2,432+23.0% | $2,953+1.3% | $3,046-1.8% |
| Admin fee / account holder | $7 | $86-91.7% | $5,893-99.9% | $91-92.1% |