Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,400 | $46,292+26.2% | $143,757-59.4% | $64,808-9.9% |
| Participation rate | 72.2% | 64.2%+7.9pp | 80.3%-8.1pp | 71.5%+0.7pp |
| Annual return | -13.68% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $655 | $1,910-65.7% | $4,951-86.8% | $2,506-73.9% |
| Participant deferral / active EE | $4,123 | $2,646+55.8% | $5,637-26.9% | $4,310-4.3% |
| Admin fee / account holder | $40 | $154-74.1% | $14,673-99.7% | $188-78.8% |