Filed June 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $46,173+5.2% | $170,439-71.5% | $69,631-30.2% |
| Participation rate | 58.3% | 63.9%-5.6pp | 83.6%-25.3pp | 70.7%-12.4pp |
| Annual return | 19.34% | 21.62%-2.3pp | 205.94%-186.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,008 | $1,610-37.4% | $5,433-81.4% | $2,032-50.4% |
| Participant deferral / active EE | $2,632 | $2,080+26.5% | $4,939-46.7% | $3,224-18.4% |
| Admin fee / account holder | $52 | $116-54.9% | $13,881-99.6% | $110-52.6% |