Filed April 29, 2020 (most recent of 2 filings on file)
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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 | $157,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,259 | $46,219+233.8% | $89,441+72.5% | $90,274+70.9% |
| Participation rate | 95.0% | 44.9%+50.1pp | 68.0%+27.0pp | 73.4%+21.7pp |
| Annual return | 18.89% | 25.71%-6.8pp | 245.62%-226.7pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,693 | $953+77.6% | $2,588-34.6% | $2,523-32.9% |
| Participant deferral / active EE | $10,746 | $2,136+403.0% | $3,891+176.2% | $4,231+154.0% |
| Admin fee / account holder | $84 | $147-42.9% | $4,885-98.3% | $114-26.5% |