Filed August 23, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,850 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,889 | $55,182+144.4% | $73,309+84.0% | $55,191+144.4% |
| Participation rate | 70.4% | 73.9%-3.6pp | 74.9%-4.5pp | 69.2%+1.2pp |
| Annual return | 0.37% | 8.55%-8.2pp | 5.67%-5.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $5,228 | $1,935+170.2% | $3,237+61.5% | $1,899+175.3% |
| Participant deferral / active EE | $4,937 | $4,641+6.4% | $4,991-1.1% | $3,046+62.1% |
| Admin fee / account holder | $2 | $68-97.7% | $5,635-100.0% | $91-98.3% |