Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,357 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 CHURCH ST STATION · NEW YORK, NY 102614142 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,364 | $134,045-83.3% | $80,022-72.1% | $75,289-70.3% |
| Participation rate | 97.2% | 85.8%+11.4pp | 75.8%+21.3pp | 72.4%+24.7pp |
| Annual return | -3.08% | -0.56%-2.5pp | 11.22%-14.3pp | -0.04%-3.0pp |
| Employer contribution / active EE | $3,730 | $3,492+6.8% | $2,468+51.1% | $2,405+55.1% |
| Participant deferral / active EE | $8,566 | $4,976+72.1% | $3,686+132.4% | $3,739+129.1% |
| Admin fee / account holder | $68 | $124-44.7% | $6,521-98.9% | $102-33.0% |