Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,735 |
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 | $51,667 | $37,213+38.8% | $156,551-67.0% | $63,975-19.2% |
| Participation rate | 88.4% | 65.0%+23.4pp | 84.0%+4.4pp | 71.1%+17.3pp |
| Annual return | 8.67% | 47.89%-39.2pp | 32.23%-23.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $613 | $1,357-54.9% | $5,501-88.9% | $2,182-71.9% |
| Participant deferral / active EE | $4,445 | $2,070+114.7% | $4,871-8.7% | $3,356+32.4% |
| Admin fee / account holder | $2 | $56-96.5% | $13,028-100.0% | $70-97.2% |