Filed October 31, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,845 | $46,553-44.5% | $64,056-59.7% | $75,163-65.6% |
| Participation rate | 92.6% | 65.9%+26.6pp | 72.3%+20.3pp | 67.2%+25.4pp |
| Annual return | 19.86% | 26.03%-6.2pp | 33.69%-13.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,647 | $1,974-16.6% | $2,747-40.0% | $2,670-38.3% |
| Participant deferral / active EE | $3,821 | $2,837+34.7% | $3,880-1.5% | $4,125-7.4% |
| Admin fee / account holder | $9 | $2,952-99.7% | $3,068-99.7% | $5,651-99.8% |