Filed December 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,704 |
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 | $92,930 | $69,745+33.2% | $67,511+37.7% | $74,546+24.7% |
| Participation rate | 97.5% | 71.3%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 52.38% | -40.37%+92.8pp | 3517.41%-3465.0pp | 1366.03%-1313.6pp |
| Employer contribution / active EE | $4,641 | $2,705+71.6% | $2,733+69.8% | $2,624+76.8% |
| Participant deferral / active EE | $4,644 | $3,636+27.7% | $4,000+16.1% | $4,347+6.8% |
| Admin fee / account holder | $16 | $894-98.3% | $3,999-99.6% | $1,944-99.2% |