Filed October 31, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,127 | $48,230-37.5% | $67,502-55.4% | $80,856-62.7% |
| Participation rate | 93.7% | 66.4%+27.3pp | 72.9%+20.8pp | 67.6%+26.0pp |
| Annual return | 15.24% | 18.28%-3.0pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,942 | $2,020-3.8% | $2,731-28.9% | $2,755-29.5% |
| Participant deferral / active EE | $4,586 | $2,924+56.9% | $4,000+14.7% | $4,296+6.8% |
| Admin fee / account holder | $4 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |