Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,013 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,064 | $73,0340% | $76,872-5.0% | $80,157-8.8% |
| Participation rate | 90.6% | 78.1%+12.5pp | 69.6%+21.0pp | 72.9%+17.7pp |
| Annual return | 15.78% | 18.56%-2.8pp | 37.90%-22.1pp | 40.39%-24.6pp |
| Employer contribution / active EE | $3,332 | $2,779+19.9% | $2,533+31.5% | $2,977+11.9% |
| Participant deferral / active EE | $3,998 | $4,140-3.4% | $3,832+4.3% | $5,015-20.3% |
| Admin fee / account holder | $74 | $104-28.4% | $5,476-98.6% | $145-48.7% |