Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,510 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,537 | $55,790+6.7% | $76,817-22.5% | $67,579-11.9% |
| Participation rate | 93.0% | 71.1%+21.9pp | 72.1%+20.9pp | 71.3%+21.7pp |
| Annual return | 19.74% | 64.45%-44.7pp | 1166.11%-1146.4pp | 378.56%-358.8pp |
| Employer contribution / active EE | $3,419 | $1,810+88.9% | $2,302+48.5% | $2,148+59.2% |
| Participant deferral / active EE | $3,612 | $2,875+25.6% | $3,336+8.3% | $3,539+2.0% |
| Admin fee / account holder | $42 | $159-73.5% | $6,420-99.3% | $142-70.4% |