Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,367 | $84,940+67.6% | $111,319+27.9% | $79,395+79.3% |
| Participation rate | 75.2% | 75.9%-0.7pp | 77.3%-2.2pp | 70.7%+4.5pp |
| Annual return | 12.07% | 17.45%-5.4pp | 54.68%-42.6pp | 116.90%-104.8pp |
| Employer contribution / active EE | $2,065 | $1,979+4.3% | $2,732-24.4% | $2,428-14.9% |
| Participant deferral / active EE | $6,323 | $3,889+62.6% | $4,488+40.9% | $4,046+56.3% |
| Admin fee / account holder | $145 | $537-73.0% | $7,966-98.2% | $626-76.8% |