Filed January 8, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,459 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,318 | $72,254+61.0% | $86,677+34.2% | $64,808+79.5% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -16.41% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,183 | $2,393+33.0% | $2,836+12.2% | $2,506+27.0% |
| Participant deferral / active EE | $6,013 | $4,658+29.1% | $4,656+29.1% | $4,310+39.5% |
| Admin fee / account holder | $30 | $174-82.7% | $7,493-99.6% | $188-84.0% |