Filed September 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,958 | $50,902-23.5% | $155,534-75.0% | $77,736-49.9% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.3pp |
| Annual return | 13.89% | 34.85%-21.0pp | 64.92%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $3,377 | $1,991+69.6% | $4,675-27.8% | $2,728+23.8% |
| Participant deferral / active EE | $2,823 | $2,8240% | $5,630-49.9% | $4,651-39.3% |
| Admin fee / account holder | $111 | $437-74.7% | $15,900-99.3% | $433-74.5% |