Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $70,661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,741 | $43,717+270.0% | $81,473+98.5% | $77,958+107.5% |
| Participation rate | 85.3% | 42.5%+42.7pp | 68.0%+17.3pp | 71.6%+13.6pp |
| Annual return | 29.76% | 23.83%+5.9pp | 38.78%-9.0pp | 20.87%+8.9pp |
| Employer contribution / active EE | $1,623 | $919+76.6% | $2,568-36.8% | $2,310-29.8% |
| Participant deferral / active EE | $9,898 | $1,783+455.1% | $3,537+179.8% | $3,537+179.9% |
| Admin fee / account holder | $63 | $108-41.3% | $4,561-98.6% | $97-34.9% |