Filed March 21, 2022 (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 | $6,366 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,434 | $63,905+19.6% | $74,183+3.0% | $57,658+32.6% |
| Participation rate | 83.6% | 79.8%+3.8pp | 76.6%+7.0pp | 70.2%+13.4pp |
| Annual return | 7.64% | 60.60%-53.0pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,498 | $1,840-18.6% | $2,370-36.8% | $1,974-24.1% |
| Participant deferral / active EE | $4,544 | $3,448+31.8% | $3,550+28.0% | $3,061+48.5% |
| Admin fee / account holder | $23 | $91-74.3% | $5,586-99.6% | $95-75.2% |