Filed December 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,113 | $60,989-26.0% | $60,919-25.9% | $66,949-32.6% |
| Participation rate | 96.8% | 74.5%+22.3pp | 73.1%+23.7pp | 69.8%+27.0pp |
| Annual return | -14.44% | -9.60%-4.8pp | 16.96%-31.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $3,748 | $2,661+40.9% | $2,704+38.6% | $2,545+47.2% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $4 | $338-98.8% | $3,228-99.9% | $594-99.3% |