Filed March 21, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,975 |
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 | $100,889 | $79,519+26.9% | $95,968+5.1% | $73,415+37.4% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 14.83% | 19.20%-4.4pp | 91.65%-76.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $2,480 | $2,048+21.1% | $2,542-2.4% | $2,234+11.0% |
| Participant deferral / active EE | $6,579 | $4,138+59.0% | $4,167+57.9% | $3,806+72.9% |
| Admin fee / account holder | $128 | $184-30.6% | $6,798-98.1% | $158-18.9% |