Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $307,160 |
US POSTAL SERVICE1 year Filed as: UNITED STATES POSTAL SERVICES Service code 38 · EIN 41-0760000 | Participant Communication | $1,831 |
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 | $44,032 | $44,007+0.1% | $154,110-71.4% | $68,904-36.1% |
| Participation rate | 89.3% | 70.0%+19.3pp | 83.0%+6.3pp | 74.1%+15.2pp |
| Annual return | 1.41% | 8.15%-6.7pp | 735.22%-733.8pp | 1.07%+0.3pp |
| Employer contribution / active EE | $1,297 | $1,732-25.1% | $5,298-75.5% | $2,540-48.9% |
| Participant deferral / active EE | $3,687 | $2,813+31.1% | $5,081-27.4% | $4,015-8.2% |
| Admin fee / account holder | $49 | $65-23.9% | $13,412-99.6% | $71-30.9% |