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 | $9,690 |
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 | $64,295 | $63,905+0.6% | $74,183-13.3% | $57,658+11.5% |
| Participation rate | 94.0% | 79.8%+14.2pp | 76.6%+17.4pp | 70.2%+23.7pp |
| Annual return | 7.88% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,611 | $1,840-12.5% | $2,370-32.0% | $1,974-18.4% |
| Participant deferral / active EE | $4,417 | $3,448+28.1% | $3,550+24.4% | $3,061+44.3% |
| Admin fee / account holder | $17 | $91-80.8% | $5,586-99.7% | $95-81.5% |