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 | $101,653-1.5% | $147,080-31.9% | $74,459+34.5% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 15.01% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $5,037 | $3,813+32.1% | $4,933+2.1% | $2,626+91.8% |
| Participant deferral / active EE | $8,746 | $7,304+19.7% | $8,066+8.4% | $4,350+101.1% |
| Admin fee / account holder | $132 | $1,752-92.5% | $12,989-99.0% | $1,945-93.2% |