Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $31,052 |
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 | $124,686 | $73,638+69.3% | $95,968+29.9% | $73,501+69.6% |
| Participation rate | 73.3% | 76.2%-2.9pp | 77.1%-3.8pp | 70.7%+2.6pp |
| Annual return | 12.77% | 16.78%-4.0pp | 91.65%-78.9pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,105 | $1,863+13.0% | $2,542-17.2% | $2,270-7.3% |
| Participant deferral / active EE | $6,484 | $3,617+79.3% | $4,167+55.6% | $3,740+73.4% |
| Admin fee / account holder | $144 | $482-70.0% | $6,798-97.9% | $513-71.9% |