Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,709 | $89,515+476.1% | $103,065+400.4% | $80,959+537.0% |
| Participation rate | 85.3% | 76.0%+9.3pp | 80.6%+4.8pp | 67.7%+17.7pp |
| Annual return | 17.67% | 22.82%-5.2pp | 23.95%-6.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,582 | $4,015-35.7% | $4,675-44.8% | $2,757-6.3% |
| Participant deferral / active EE | $17,405 | $5,463+218.6% | $6,625+162.7% | $4,300+304.7% |
| Admin fee / account holder | $1 | $6,527-100.0% | $9,349-100.0% | $6,925-100.0% |