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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $456,516 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,434 | $94,339+5.4% | $75,501+31.7% | $177,276-43.9% |
| Participation rate | 83.2% | 80.3%+2.9pp | 72.4%+10.8pp | 74.8%+8.3pp |
| Annual return | 19.37% | 18.58%+0.8pp | 27.35%-8.0pp | 21.25%-1.9pp |
| Employer contribution / active EE | $2,883 | $2,982-3.3% | $2,352+22.6% | $2,479+16.3% |
| Participant deferral / active EE | $4,755 | $3,974+19.7% | $3,142+51.3% | $3,881+22.5% |
| Admin fee / account holder | $66 | $53+24.0% | $5,801-98.9% | $154-57.4% |