Filed September 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,428 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,115 | $101,539-1.4% | $147,041-31.9% | $74,400+34.6% |
| Participation rate | 93.5% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 15.01% | 8740.84%-8725.8pp | 419.21%-404.2pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $5,037 | $3,811+32.2% | $4,935+2.1% | $2,624+91.9% |
| Participant deferral / active EE | $8,746 | $7,304+19.8% | $8,071+8.4% | $4,348+101.2% |
| Admin fee / account holder | $132 | $1,749-92.4% | $13,006-99.0% | $1,944-93.2% |