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 | $69,771+33.2% | $67,524+37.6% | $74,400+24.9% |
| Participation rate | 97.5% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 52.38% | -40.49%+92.9pp | 3519.41%-3467.0pp | 1367.51%-1315.1pp |
| Employer contribution / active EE | $4,641 | $2,710+71.2% | $2,734+69.7% | $2,624+76.8% |
| Participant deferral / active EE | $4,644 | $3,638+27.6% | $4,001+16.0% | $4,348+6.8% |
| Admin fee / account holder | $16 | $889-98.3% | $4,001-99.6% | $1,944-99.2% |