Filed December 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $47,818 | $65,582-27.1% | $64,101-25.4% | $71,511-33.1% |
| Participation rate | 95.7% | 73.2%+22.5pp | 72.3%+23.4pp | 67.9%+27.8pp |
| Annual return | 16.19% | 18.96%-2.8pp | 33.72%-17.5pp | 28.86%-12.7pp |
| Employer contribution / active EE | $3,840 | $2,671+43.8% | $2,749+39.7% | $2,589+48.3% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $616-99.1% | $3,070-99.8% | $1,588-99.7% |