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: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,768 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $117,665 | $78,707+49.5% | $117,861-0.2% | $70,126+67.8% |
| Participation rate | 98.8% | 73.2%+25.6pp | 79.7%+19.2pp | 69.5%+29.3pp |
| Annual return | 19.71% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,512 | $2,223+13.0% | $3,786-33.7% | $2,343+7.2% |
| Participant deferral / active EE | $3,165 | $3,297-4.0% | $4,482-29.4% | $3,332-5.0% |
| Admin fee / account holder | $145 | $5,066-97.1% | $8,021-98.2% | $4,645-96.9% |