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 | $1,751 |
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 | $69,624 | $60,989+14.2% | $60,906+14.3% | $66,938+4.0% |
| Participation rate | 81.7% | 74.5%+7.2pp | 73.1%+8.6pp | 69.8%+11.9pp |
| Annual return | -14.30% | -9.60%-4.7pp | 16.94%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,362 | $3,615+20.7% | $3,814+14.4% | $4,238+2.9% |
| Admin fee / account holder | $6 | $338-98.3% | $3,227-99.8% | $594-99.0% |