Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,751 | $112,582-22.9% | $105,608-17.9% | $199,921-56.6% |
| Participation rate | 99.1% | 86.3%+12.8pp | 75.3%+23.8pp | 72.0%+27.1pp |
| Annual return | 22.07% | 15.58%+6.5pp | 116.50%-94.4pp | 34.28%-12.2pp |
| Employer contribution / active EE | $4,250 | $4,580-7.2% | $3,167+34.2% | $3,035+40.0% |
| Participant deferral / active EE | $9,907 | $6,655+48.9% | $5,010+97.8% | $5,089+94.7% |
| Admin fee / account holder | $79 | $107-26.0% | $11,028-99.3% | $269-70.6% |