Filed April 29, 2020 (most recent of 2 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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $94,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,746 | $34,242+424.9% | $76,518+134.9% | $75,289+138.7% |
| Participation rate | 84.3% | 43.9%+40.4pp | 68.0%+16.3pp | 72.4%+11.9pp |
| Annual return | 14.06% | -0.98%+15.0pp | -0.27%+14.3pp | -0.04%+14.1pp |
| Employer contribution / active EE | $1,637 | $975+67.9% | $2,647-38.2% | $2,405-32.0% |
| Participant deferral / active EE | $10,103 | $1,872+439.6% | $3,836+163.4% | $3,739+170.2% |
| Admin fee / account holder | $80 | $112-28.8% | $4,849-98.4% | $102-22.0% |