Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $105,933 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,210 | $67,505+26.2% | $63,244+34.7% | $67,505+26.2% |
| Participation rate | 76.5% | 71.2%+5.3pp | 71.0%+5.5pp | 71.2%+5.3pp |
| Annual return | 551.86% | 6.52%+545.3pp | -70.31%+622.2pp | 6.52%+545.3pp |
| Employer contribution / active EE | $2,127 | $2,173-2.1% | $2,322-8.4% | $2,173-2.1% |
| Participant deferral / active EE | $3,531 | $3,597-1.8% | $2,953+19.5% | $3,597-1.8% |
| Admin fee / account holder | $17 | $56-69.9% | $5,893-99.7% | $56-69.9% |