Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 21 · EIN 23-2186884 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Bank Trustee | $5,355 |
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 | $78,494 | $50,106+56.7% | $69,779+12.5% | $57,658+36.1% |
| Participation rate | 91.8% | 70.9%+20.9pp | 71.8%+19.9pp | 70.2%+21.5pp |
| Annual return | 6.98% | 14.58%-7.6pp | 12.99%-6.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,045 | $1,739+75.1% | $2,338+30.2% | $1,974+54.3% |
| Participant deferral / active EE | $2,949 | $2,486+18.7% | $2,931+0.6% | $3,061-3.6% |
| Admin fee / account holder | $7 | $89-91.7% | $4,381-99.8% | $95-92.1% |