Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 21 · EIN 23-2186884 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Bank Trustee | $5,615 |
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 | $83,028 | $53,925+54.0% | $75,501+10.0% | $69,631+19.2% |
| Participation rate | 96.1% | 71.2%+24.9pp | 72.4%+23.8pp | 70.7%+25.5pp |
| Annual return | 14.28% | 17.84%-3.6pp | 27.35%-13.1pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $3,722 | $1,802+106.5% | $2,352+58.2% | $2,032+83.1% |
| Participant deferral / active EE | $3,092 | $2,569+20.3% | $3,142-1.6% | $3,224-4.1% |
| Admin fee / account holder | $7 | $97-92.6% | $5,801-99.9% | $110-93.5% |