Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,072 |
Service code 38 · EIN 43-1798859 | Participant Communication | $6,319 |
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 | $61,775 | $44,989+37.3% | $170,435-63.8% | $77,958-20.8% |
| Participation rate | 86.2% | 64.6%+21.6pp | 83.6%+2.6pp | 71.6%+14.6pp |
| Annual return | 15.79% | 19.61%-3.8pp | 205.94%-190.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $1,862 | $1,466+27.0% | $5,432-65.7% | $2,310-19.4% |
| Participant deferral / active EE | $4,894 | $2,208+121.7% | $4,939-0.9% | $3,537+38.4% |
| Admin fee / account holder | $37 | $69-46.9% | $13,881-99.7% | $97-62.4% |