Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $718,971 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,796 | $83,826+27.4% | $125,175-14.7% | $82,204+29.9% |
| Participation rate | 97.2% | 83.1%+14.1pp | 79.8%+17.5pp | 73.4%+23.8pp |
| Annual return | 22.25% | 22.78%-0.5pp | 43.79%-21.5pp | 26.31%-4.1pp |
| Employer contribution / active EE | $4,298 | $2,267+89.6% | $3,865+11.2% | $2,707+58.8% |
| Participant deferral / active EE | $4,650 | $4,293+8.3% | $4,937-5.8% | $4,246+9.5% |
| Admin fee / account holder | $111 | $74+48.7% | $9,702-98.9% | $76+46.2% |