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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $709,902 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,456 | $92,153+9.0% | $76,667+31.0% | $82,204+22.2% |
| Participation rate | 79.7% | 79.4%+0.3pp | 72.1%+7.6pp | 73.4%+6.3pp |
| Annual return | 24.71% | 21.12%+3.6pp | 1166.74%-1142.0pp | 26.31%-1.6pp |
| Employer contribution / active EE | $2,810 | $3,043-7.7% | $2,303+22.0% | $2,707+3.8% |
| Participant deferral / active EE | $5,298 | $4,304+23.1% | $3,336+58.8% | $4,246+24.8% |
| Admin fee / account holder | $83 | $70+17.7% | $6,423-98.7% | $76+9.4% |