Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $10,345 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS FUND Service code 59 | Shareholder Servicing | $0 |
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 | $107,303 | $46,360+131.5% | $147,618-27.3% | $52,331+105.0% |
| Participation rate | 98.1% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+30.0pp |
| Annual return | 0.23% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,520 | $2,258+188.8% | $4,895+33.2% | $3,022+115.8% |
| Admin fee / account holder | $53 | $766-93.1% | $11,612-99.5% | $592-91.1% |